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Louis Paletta

KILDARE PARTNERS US, LLC·WESTLAKE, Texas
Unclaimed Profile
1301 SOLANA BLVD., WESTLAKE, TX 76262CRD# 6228196Firm CRD# 167984
01

About

Louis Paletta is a registered financial advisor based in WESTLAKE, Texas, affiliated with KILDARE PARTNERS US, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KILDARE PARTNERS US, LLC
KILDARE PARTNERS US, LLC
AUM
$1.9B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at KILDARE PARTNERS US, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MISC. SERVICES IN EXCHANGE FOR FEES, AS DESCRIBED IN GOV. DOCS.
Regulatory
SEC/IARD CRD# 6228196
Firm CRD# 167984
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Louis Paletta offer?
Louis Paletta specializes in Retirement Planning. Contact their office in WESTLAKE, Texas for a consultation.
What are Louis Paletta's credentials?
Louis Paletta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis Paletta located?
Louis Paletta is based in WESTLAKE, Texas, working with KILDARE PARTNERS US, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Louis Paletta charge for services?
Louis Paletta's firm is compensated through percentage of aum, performance-based fees, other: misc. services in exchange for fees, as described in gov. docs.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KILDARE PARTNERS US, LLC?
KILDARE PARTNERS US, LLC has approximately 35 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE
Ginger Moore Quillen — KILDARE PARTNERS US, LLCJay Copeland Mclennan — KILDARE PARTNERS US, LLCPaul S Patel — KILDARE PARTNERS US, LLCRupert Michael Fraser — KILDARE PARTNERS US, LLCEllis Short — KILDARE PARTNERS US, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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