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OAR FINANCIAL
PALLADIEM LLC
CRD 158989 · SEC 801-72726
ONE TOWN PLACE, SUITE 200, BRYN MAWR, PA, 19010, United States
Phone
833-662-6346
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$114.5M
Discretionary AUM
$114.5M
Team
10 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)OUTSOURCED CIO SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $6.9M |
| Charitable organizations | 10 | $102.8M |
| State/municipal entities | 1 | $1.7M |
| Corporations/business entities | 5 | $3.2M |
States served
PA, PR
All web addresses on file
Official SEC filing: View on IAPD