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Paladin Advisory Group, LLC

● SEC registered since 2018CRD 285303SEC# 801-112430Clive, IA
Export (members)
Reg. AUM
$213.6M
Employees
4
Accounts
283
Location
Clive, IA

Paladin Advisory Group, LLC assets under management

Paladin Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Clive, IA. The firm has been registered since 2018. It reports $213.6 million in regulatory assets under management and employs 4 people.
www.paladinwp.comView on SEC.gov ↗

Paladin Advisory Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Adam Charles Bormann ControlManaging Member25-50%2020
Bradley William Clark ControlManaging Member, Cio, Cco50-75%2016

Frequently asked questions

How much does Paladin Advisory Group, LLC manage?

Paladin Advisory Group, LLC reports $213.6 million in regulatory assets under management on its Form ADV.

How many employees does Paladin Advisory Group, LLC have?

Paladin Advisory Group, LLC reports 4 employees.

Where is Paladin Advisory Group, LLC located?

Paladin Advisory Group, LLC is based in Clive, IA and has been SEC-registered since 2018.

Does Paladin Advisory Group, LLC disclose fund performance?

Paladin Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13375 University Avenue, Suite 300, Clive, IA 50325
Phone515-348-6080
Office hours8:30a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1899703
Discloses disciplinary historyNo

Assets under management

Discretionary$213.6M
Non-discretionary$0
Total (RAUM)$213.6M