RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Iowa
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 2, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PALEN, FREDERICK, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PALEN, FREDERICK, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PALEN, FREDERICK, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PALEN, FREDERICK, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PALEN, FREDERICK, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PALEN, FREDERICK, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PALEN, FREDERICK, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PALEN, FREDERICK, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PALEN, FREDERICK, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Feb 2, 2012 REGISTERED

Notice Filings (2)

IA IL

Address

1910 EAST KIMBERLY ROAD, SUITE 315
DAVENPORT, IA 52807
United States
Phone: 563-344-5888