Paller Financial Services, Inc.
Firm details
- Headquarters
- Centennial, Colorado
- CRD number
- 161531
- Registered since
- May 14, 2024
- Website
- www.pallerfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.07%
- Individuals23.99%
- Corporations / Businesses0.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Paller Financial Services, Inc. is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, with services extending to institutional clients. The firm also offers pension consulting work and provides fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Paller identifies as a non-ESG investor and reports its SEC registration in 2024. The firm lists accounting among its business activities and is owned by an individual principal.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents4%
- Other1%
Contacts
3 of 3
Jennifer McElderry
Financial ProfessionalCRD 8200141
Jamison White
Financial AdvisorCRD 8200253
Mark Paller
FounderCRD 2889293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$140M in ETFs
91%
$127M
9%
$13M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF (PTF) | Invesco | Passive | Technology | $9M | 66,271 | 6.44% |
Location
Centennial, CO
Arapahoe
Location
Centennial, CO
Headquartered in Centennial, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 9000 E Nichols Ave
- Time zone
- MT (UTC-7)
- Office locations
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