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PALLER FINANCIAL SERVICES, INC.
CRD 161531 · SEC 801-129389
9000 E NICHOLS AVENUE, SUITE 120, CENTENNIAL, CO, 80112, United States
Phone
303-858-0045
Fax
303-802-4475
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.9M
Discretionary AUM
$147.9M
Team
6 total employees; 4 advisory reps; 159 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $35.5M |
| High net worth individuals | 43 | $111.0M |
| Pension/profit sharing plans | 2 | $0 |
| Corporations/business entities | 3 | $1.4M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD