| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Randall Paller Control | Owner/President | Over 75% | 2000 |
| Mark Richard Mogle Control | Chief Compliance Officer | 10-25% | 2023 |
Paller Financial Services, Inc. reports $146.9 million in regulatory assets under management on its Form ADV.
Paller Financial Services, Inc. reports 6 employees.
Paller Financial Services, Inc. is based in Centennial, CO and has been SEC-registered since 2024.
Paller Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9000 E Nichols Avenue, #120, Centennial, CO 80112 |
| Phone | 303-858-0045 |
| Fax | 303-802-4475 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2095931 |
| Discloses disciplinary history | No |
| Discretionary | $146.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $146.9M |