Paladini Financial Advisors, LLC
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Overview
Paladini Financial Advisors, LLC operates as an advisory firm that has its headquarters in Arlington, Texas. The company controls $154.7 million in assets throughout 585 accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The firm has a small group, including 3 financial advisors. Paladini Financial Advisors, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like options, equities and bonds.
Paladini Financial Advisors, LLC administers zero of the firm's client assets on a discretionary basis. Discretionary management signifies that buy and sell choices are made by an investment advisor without needing to seek client authorization. The company also manages 585 non-discretionary accounts totaling $154.7 million in AUM. The company's typical account size is $264,364. The typical advisor at Paladini Financial Advisors, LLC manages about 195 client accounts.
Paladini Financial Advisors, LLC's headquarters is located at 2015 East Lamar Blvd, Arlington, Texas 76006. The firm is allowed to provide services to investors across 11 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Paladini Financial Advisors, LLC by the Numbers
$154.7 million
6
585
$264.4 thousand
Products and Services
Paladini Financial Advisors, LLC provides a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. In the past financial year, the firm provided 101-250 of its clients with financial planning services. It does not sell products or offer services other than investment advisory services to its investment advisory customers. The company is also affiliated with a number of other service providers in the financial services industry, including with a trust company.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services largely are based on which services are offered. Fees charged by the company may include some blend of the following fee types: asset-based, hourly or fixed. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Paladini Financial Advisors, LLC caters to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 585 accounts, Paladini Financial Advisors, LLC's largest client by number of accounts is high net worth investors, though it also manages money for 418 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 71.45%
- Other Individuals - 17.78%
- Corporations - 10.43%
- Charitable Organizations - 0.34%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Paladini Financial Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Paladini Financial Advisors, LLC
Arlington, TX
Arlington, TX
Arlington, TX
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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