Paladini Financial Advisors, LLC

Paladini Financial Advisors, LLC (CRD# 139884) is a financial advisory firm headquartered in Arlington, TX. They manage $168,852,000 in 719 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
2015 East Lamar Blvd, Suite 200, Arlington, TX 76006
http://www.paladinifinancial.com
By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    719
    ACCOUNTS
  • Average Account Value
    $234,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, ND, NE, NH, OK, SC, TX, WA

Financial Advisors at Paladini Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Wendy Kelly, financial advisor Arlington TX
Wendy L. Kelly
CRD#: 5596014
2015 East Lamar Blvd, Suite 200, Arlington, TX 76006

Wendy Kelly (CRD# 5596014) is an Investment Advisor Representative working at Paladini Financial Advisors, LLC in Arlington, TX and has over 15 years of experience in the finance industry.

2
Matthew Paladini, financial advisor Arlington TX
Matthew M. Paladini
CRD#: 4527850
2015 East Lamar Blvd, Suite 200, Arlington, TX 76006

Matthew Paladini (CRD# 4527850) is an Investment Advisor Representative working at Paladini Financial Advisors, LLC in Arlington, TX and has over 23 years of experience in the finance industry.

3
Nathan Hill, financial advisor Arlington TX
Nathan T. Hill
CRD#: 6500755
2015 East Lamar Blvd, Suite 200, Arlington, TX 76006

Nathan Hill (CRD# 6500755) is an Investment Advisor Representative working at Paladini Financial Advisors, LLC in Arlington, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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