ARDEN HILLS, MNCRD 288387Latest ADV March 11, 2026
Paladin Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arden Hills, MN. Its latest Form ADV filing, dated March 11, 2026, reports $196M in regulatory assets under management, 7 employees, 1 office, and 1,369 accounts.
Assets Under Management
$196M
Employees
7
Offices
1 office
Total Clients
494
Primary office
ARDEN HILLS, MN
4105 LEXINGTON AVENUE NORTH, SUITE 230, ARDEN HILLS, MN, 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 87.7% of total clients.
Top client categories% of clientsClients
1
Individuals
87.7%
433
2
HNWI
12.3%
61
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of March 11, 2026
Discretionary100.0%
$196M
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$196M
Total Accounts1,369
10Y AUM Change+$95M (+93.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee71:1
10Y Employee Change-2 (-22.2%)
* 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.