Paladin Financial
Firm details
- Headquarters
- Arden Hills, Minnesota
- CRD number
- 288387
- Registered since
- July 7, 2023
- Website
- financialpaladin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.32%
- HNWI45.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Paladin Financial is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its fee models include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Paladin reports industry relationships with broker-dealers, other investment advisers, and an insurance company and notes it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds42%
- Exchange Traded Equities40%
- Other14%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$149M in ETFs
39%
$58.5M
30%
$90.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $16.7M | 186,293 | 11.23% |
Location
Arden Hills, MN
Ramsey
Location
Arden Hills, MN
Headquartered in Arden Hills, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 4105 Lexington Ave N
- Time zone
- CT (UTC-6)
- Office locations
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