CRD: 161531
Paller Financial Services, Inc.
$147.9M Total AUM
$147.9M Disc. AUM
-- 3Y CAGR
6 Employees
320 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-22-2012
- Office Locations
- 1
Office Locations
9000 E Nichols Avenue #120 Centennial CO
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.
Team overview
61 AVG AGE
$37.0M AVG AUM / ADVISOR
$462.2K AVG AUM / CLIENT
5 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MARK RANDALL PALLER
Owner, President
- CRD
- #2889293
- Ownership
- 75% or more
Available
Available
Available
J
Jennifer McElderry
Chief Compliance Officer
- CRD
- #8200141
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
Jamison White
--
- CRD
- #8200253
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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