Paller Financial Services, Inc.

Paller Financial Services, Inc. (CRD# 161531) is a financial advisory firm headquartered in Centennial, CO. They manage $117,675,000 in 410 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9000 E Nichols Avenue, #120, Centennial, CO 80112
http://www.pallerfinancial.com
By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $287,012
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Paller Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark Mogle, financial advisor Centennial CO
Mark R. Mogle
CRD#: 5653613
9000 E Nichols Avenue, #120, Centennial, CO 80112

Mark Mogle (CRD# 5653613) is an Investment Advisor Representative working at Paller Financial Services, Inc. in Centennial, CO and has over 13 years of experience in the finance industry.

2
Mark Paller, financial advisor Centennial CO
Mark R. Paller
CRD#: 2889293
9000 E Nichols Avenue, #120, Centennial, CO 80112

Mark Paller (CRD# 2889293) is an Investment Advisor Representative working at Paller Financial Services, Inc. in Centennial, CO and has over 26 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals