Paller Financial Services, Inc., CO — Investment Adviser | BuildTrust

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PALLER FINANCIAL SERVICES, INC.

Investment AdviceCENTENNIAL, CO

Assets Under Management

$135M

Total AUM

Donut chart: Discretionary 114.4M, Non-Discretionary 20.6M
Category	Value
Discretionary	114.4M
Non-Discretionary	20.6M

Adviser Information

Field	Value
CRD Number	161531
SEC Number	801-129389
Street Address	9000 E NICHOLS AVENUE
Street Address 2	#120
Location	CENTENNIAL, CO 80112
Country	United States
Phone	303-858-0045
Fax	303-802-4475
Total Employees	6
Business Types	accountant

Client Count by Type (149 Total)

Horizontal bar chart: Individuals (other than H… 106, High Net Worth Individual… 39, Pension/Profit Sharing Pl… 4
Category	Value
Individuals (other than H…	106
High Net Worth Individual…	39
Pension/Profit Sharing Pl…	4