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 registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm offers a mix of financial planning and portfolio management for individuals and small businesses, alongside pension consulting and the selection of outside advisers. Its fee structures include asset-based fees, hourly billing, and fixed-fee engagements. Paladin identifies as an active allocator to third‑party managers and maintains industry relationships that extend to broker‑dealer, other investment adviser, and insurance company affiliations. The firm does not list ESG investing as an active emphasis.
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
- Public Funds/Mutual Funds42%
- Exchange Traded Equities40%
- Other14%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
3 of 8
Jeffrey Foley
Founder and Investment Advisor RepresentativeCRD 4237174
Jeffery Quick
Investment Advisor RepresentativeCRD 6642718
Matthew Bryant
Investment Advisor RepresentativeCRD 6120694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$142M in ETFs
40%
$57.2M
30%
$84.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $15.3M | 174,264 | 10.81% |
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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