← Back to searchVisit website
PALADIN RETIREMENT ADVISORS
JSBJ ENTERPRISES, INC.
CRD 333662
532 DURHAM RD, STE 101, NEWTOWN, PA, 18940, United States
Phone
215-860-3101
Fax
2158603102
Registration
— (—)
Source
State registered
Total AUM
$11.6M
Discretionary AUM
$11.6M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $9.3M |
| High net worth individuals | 2 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD