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 independently owned registered investment adviser organized as a corporation and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional relationships, and it bills clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Core advisory capabilities listed on its filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm also lists accounting among its business activities. Paller does not characterize itself as an active ESG investor.
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 3Jennifer 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 43Active vs passive
$126M in ETFs
93%
$118M
7%
$8.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) | VanEck | Passive | Large Blend | $6.9M | 70,934 | 5.42% |
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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