Paladin Financial
Paladin Financial is an SEC-registered mass-market adviser in Arden Hills, MN with $216.9M assets under management (AUM, regulatory AUM), +44% over one year. See who owns Paladin Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288387, SEC 801-128300, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $216.9M (2026-06-24)
- Firm type
- Mass-Market Adviser
- Location
- Arden Hills, MN
- Employees
- 7
- Clients
- 518
- CRD
- 288387
- Ownership
- FOLEY, JEFFREY, ALLEN; Foley, Nikki, L; Foley, Nikki, Lynn
How much AUM does Paladin Financial have?
Paladin Financial reported $216.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Paladin Financial?
Disclosed owners and executives of Paladin Financial include FOLEY, JEFFREY, ALLEN, Foley, Nikki, L, Foley, Nikki, Lynn. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.