PALLER FINANCIAL SERVICES, INC.
CRD #161531 SEC #801-129389 CENTENNIAL, CO 303-858-0045
SEC Registered
Total AUM
$146.9M
Discretionary
$146.9M
Employees
6
Clients
1
Accounts
418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $146.9M | $146.9M | $0 | 6 | 140 |
| Jan 2025 | $135M | $114.4M | $20.6M | 6 | 140 |
| May 2024 | $126M | $104M | $22M | 6 | 140 |
| Mar 2024 | $117.7M | $97.6M | $20.1M | 7 | 140 |
| Jan 2024 | $117.7M | $97.6M | $20.1M | 7 | 140 |
| Jan 2024 | $117.7M | $97.6M | $20.1M | 7 | 140 |
| Dec 2023 | $117.7M | $97.6M | $20.1M | 7 | 140 |
DateOct 2025
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees6
Clients140
DateJan 2025
Total AUM$135M
Discretionary$114.4M
Non-Disc.$20.6M
Employees6
Clients140
DateMay 2024
Total AUM$126M
Discretionary$104M
Non-Disc.$22M
Employees6
Clients140
DateMar 2024
Total AUM$117.7M
Discretionary$97.6M
Non-Disc.$20.1M
Employees7
Clients140
DateJan 2024
Total AUM$117.7M
Discretionary$97.6M
Non-Disc.$20.1M
Employees7
Clients140
DateJan 2024
Total AUM$117.7M
Discretionary$97.6M
Non-Disc.$20.1M
Employees7
Clients140
DateDec 2023
Total AUM$117.7M
Discretionary$97.6M
Non-Disc.$20.1M
Employees7
Clients140