PALLER FINANCIAL SERVICES, INC.

PALLER FINANCIAL SERVICES, INC. of CENTENNIAL, CO is an SEC-registered investment adviser (CRD 161531). Regulatory assets under management: $147.9M.

Registration

• CRD: 161531
• SEC file number: 801-129389
• Type: Registered investment adviser
• Location: 9000 E NICHOLS AVENUE, SUITE 120, CENTENNIAL, CO, 80112
• Phone: 303-858-0045
• Latest filing: 2026-02-03
• Regulatory AUM: $147.9M
• Discretionary AUM: $147.9M
• Clients: 6
• Accounts: 453

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 161531 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search