PALEN FINANCIAL LLC
CRD #144892 SEC #801-70951 DAVENPORT, IA 563-344-5888
SEC Registered
Total AUM
$28.2M
Discretionary
$28.2M
Employees
1
Clients
101
Accounts
130
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $28.2M | $28.2M | $0 | 1 | 125 |
| Jul 2011 | $28.2M | $28.2M | $0 | 5 | -- |
| Mar 2011 | $28.2M | $28.2M | $0 | 5 | -- |
| Feb 2011 | $32.7M | $27.7M | $5M | 5 | -- |
| Mar 2010 | $32.7M | $27.7M | $5M | 5 | -- |
| Jan 2010 | $32.7M | $27.7M | $5M | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateFeb 2012
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees1
Clients125
DateJul 2011
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$32.7M
Discretionary$27.7M
Non-Disc.$5M
Employees5
Clients--
DateMar 2010
Total AUM$32.7M
Discretionary$27.7M
Non-Disc.$5M
Employees5
Clients--
DateJan 2010
Total AUM$32.7M
Discretionary$27.7M
Non-Disc.$5M
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--