CENTENNIAL, COCRD 161531Latest ADV February 3, 2026
Paller Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Centennial, CO. Its latest Form ADV filing, dated February 3, 2026, reports $148M in regulatory assets under management, 6 employees, and 453 accounts.
Assets Under Management
$148M
Employees
6
Offices
--
Total Clients
161
Primary office
CENTENNIAL, CO
9000 E NICHOLS AVENUE, SUITE 120, CENTENNIAL, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.2% of total clients.
Top client categories% of clientsClients
1
Individuals
70.2%
113
2
HNWI
26.7%
43
3
Corporations
1.9%
3
4
Pension Plans
1.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of February 3, 2026
Discretionary100.0%
$148M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$148M
Total Accounts453
10Y AUM Change+$30M (+25.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.