PALLER FINANCIAL SERVICES, INC. - Financial Advisor in Colorado, Centennial

Tel: 303-858-0045 9000 E Nichols Avenue #120 Centennial, Colorado 80112

About PALLER FINANCIAL SERVICES, INC.

PALLER FINANCIAL SERVICES, INC. is a Centennial, Colorado based financial advisory firm with nearly $135,000,000 in assets under management and provides investment advisory services for 418 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

161531

Firm SEC#:

801-129389

Assets Under Management:

$135,000,000

No. of Clients:

418

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$1,503,506,685

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285507

801-108848

4455

$1,068,225,664

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1748

$888,301,693

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2163

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289891

801-111771

1107

$272,196,442

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308305

801-119392

730

$203,310,748

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298784

801-119280

345

$192,137,442

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839

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LOYD FINANCIAL MANAGEMENT INC.

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NATIONAL VALUATION CONSULTANTS, INC

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Not Disclosed

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