Paller Financial Services, Inc.
Paller Financial Services, Inc. is an SEC-registered mass-market adviser in Centennial, CO with $147.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Paller Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161531, SEC 801-129389, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $147.9M (2026-02-03)
- Firm type
- Mass-Market Adviser
- Location
- Centennial, CO
- Employees
- 6
- Clients
- 161
- CRD
- 161531
- Ownership
- PALLER, MARK, RANDALL; MOGLE, MARK, RICHARD; McElderry, Jennifer
How much AUM does Paller Financial Services, Inc. have?
Paller Financial Services, Inc. reported $147.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Paller Financial Services, Inc.?
Disclosed owners and executives of Paller Financial Services, Inc. include PALLER, MARK, RANDALL, MOGLE, MARK, RICHARD, McElderry, Jennifer. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.