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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-22-2012
- Office Locations
- 1
Office Locations
About Paller Financial Services, Inc.
Paller Financial Services, Inc. is a Centennial, CO RIA providing discretionary portfolio management and comprehensive financial planning, including tax, estate and insurance planning. The firm builds portfolios primarily with ETFs and supports asset-allocation and risk-management mandates, including socially responsible options. Custodies assets with Schwab.
Reported data analysis
What the numbers show
Between October 6, 2025 and February 3, 2026, reported AUM increased 0.7%, from $146.9M to $147.9M.
Across 3 reported observations, AUM increased 17.4% between May 13, 2024 and February 3, 2026, from $126.0M to $147.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 320 clients, or 80 clients per representative. That equates to $462.2K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Paller Financial Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK RANDALL PALLER
Owner, President
- CRD
- #2889293
- Ownership
- 75% or more
Jennifer McElderry
Chief Compliance Officer
- CRD
- #8200141
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jamison White
CFP®, EA
- CRD
- #8200253
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,888,846 | $326,465 |
| Non-Discretionary | $0 | -- |
| Total | $147,888,846 | $326,465 |
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Separately Managed Accounts
SMA allocation detail is available
Paller Financial Services, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Paller Financial Services, Inc.'s 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.