$39.8M Total AUM
$39.8M Disc. AUM
-- 3Y CAGR
1 Employees
146 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-16-2010
- Office Locations
- 1
Office Locations
-- Davenport IA
About Palen Financial LLC
Palen Financial LLC is a Davenport-based RIA. The firm has been operating for 16 years. Managing $39.8M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$39.8M AVG AUM / ADVISOR
$272.8K AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
FREDERICK JOSEPH PALEN
Chief Compliance Officer, Financial Representative, Managing Member
- CRD
- #840329
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,833,459 | $216,829 |
| Non-Discretionary | $0 | -- |
| Total | $39,833,459 | $216,829 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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