Palen Financial LLC

Palen Financial LLC (CRD# 144892) is a financial advisory firm headquartered in Davenport, IA. They manage $31,909,364 in 146 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4620 East 53rd St Suite 200, Davenport, IA 52807
http://www.palenfinancial.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $218,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, IL

Financial Advisors at Palen Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Frederick Palen, financial advisor Davenport IA
Frederick J. Palen
CRD#: 840329
4620 East 53rd St Suite 200, Davenport, IA 52807

Frederick Palen (CRD# 840329) is an Investment Advisor Representative working at Palen Financial LLC in Davenport, IA and has over 35 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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