| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Registration Changed to PALLER FINANCIAL SERVICES, INC. |
| As of Date | 05/16/2024 |
| Adviser Type | |
| Number of Employees | 6 -14.29% |
| of those in investment advisory functions | 2 |
| AUM* | 126,000,000 7.07% |
| of that, discretionary | 104,000,000 9.04% |
| Private Fund GAV* | 0 |
| Avg Account Size | 307,317 7.07% |
| % High Net Worth | 19.02% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 303 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds