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PALEN FINANCIAL LLC
PALEN FINANCIAL LLC
DAVENPORT, Iowa
·
1 registered advisor
·
CRD# 144892
SEC# 801-70951
563-344-5888
01
Firm Overview
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PALEN FINANCIAL LLC
1 registered advisor
Frederick Joseph Palen
DAVENPORT, Iowa
CRD# 840329
05
Office Locations
DAVENPORT, Iowa
1 advisor
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Data sourced from SEC Form ADV filings. PALEN FINANCIAL LLC (CRD# 144892) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.