PALLADIUM CAPITAL GROUP, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
129400
Registered since
April 22, 2004

Firm profile

FINTRX

Overview

Palladium Capital Group, LLC is organized as a limited liability company and is registered with the SEC (registration year recorded as 2004). FINTRX classifies the firm as an investment bank and lists its ownership as a combination of a domestic entity and an individual. The record indicates the firm is not a capital allocator and is not flagged as an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. Several fields normally used to describe fee arrangements, business activities and advisory services are not populated in the provided extract. FINTRX’s metadata suggests the firm’s primary orientation is toward investment banking activities rather than traditional discretionary wealth management; the combination of that classification with the “Capital Allocator: No” flag supports that view.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • JOEL PADOWITZ

    CEOCRD 4725316

  • Mark Slovin

    Chief Financial OfficerCRD 6786999

  • ILAN WEINBERG

    Partner and Chief Compliance OfficerCRD 2354293

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Contacts

3 of 11
  • AKIVA JOSEPH KURLAND

    CRD 5366252

  • ALFONSO ALEJO

    PresidentCRD 1545682

  • SHLOIMIE LEVIN

    AssociateCRD 6035127

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth