PALADINI FINANCIAL ADVISORS, LLC

ARLINGTON, Texas·3 registered advisors·CRD# 139884
SEC# 801-1131730817-704-7788
01

Firm Overview

AUM
$169M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: DENTAL PRACTICE SALES REFERRAL
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PALADINI FINANCIAL ADVISORS, LLC

3 registered advisors
John Edward Line
ARLINGTON, Texas
Matthew Mark Paladini
ARLINGTON, Texas
Wendy L. Kelly
ARLINGTON, Texas
05

Office Locations

ARLINGTON, Texas
3 advisors

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Data sourced from SEC Form ADV filings. PALADINI FINANCIAL ADVISORS, LLC (CRD# 139884) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.