PALEN FINANCIAL LLC

PALEN FINANCIAL LLC of DAVENPORT, IA is an SEC-registered investment adviser (CRD 144892). Regulatory assets under management: $39.8M.

Registration

• CRD: 144892
• SEC file number: 801-70951
• Type: Registered investment adviser
• Location: 1910 EAST KIMBERLY ROAD, SUITE 315, DAVENPORT, IA, 52807
• Phone: 563-271-9999
• Latest filing: 2026-03-24
• Regulatory AUM: $39.8M
• Discretionary AUM: $39.8M
• Clients: 1
• Accounts: 146

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 144892 on SEC IAPD (source of record)
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