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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2009
- Office Locations
- 2
Office Locations
About Paisley Financial LLC
Paisley Financial is an independent Illinois RIA providing investment management and financial planning for retail clients, including business owners. The team applies a disciplined, risk-managed process focused on buying at a discount to intrinsic value, using custom algorithmic models and portfolios built largely with ETFs. Firm principals bring market experience from the CBOT and CME and custody through Schwab.
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Owner & Executives
ANTHONY JOSEPH KRCMAR
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #5680669
- Ownership
- 50% but less than 75%
MORGAN PAISLEY
Managing Member, President
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,576,162 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,576,162 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,576,162
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $539,013,739 | 20.2% |
| Cash | $739,142,602 | 27.7% |
| U.S. Government/Agency | $904,582,462 | 33.9% |
| Derivatives | $485,646,042 | 18.2% |
| Total | $2,668,384,845 | 100.0% |