PALADIN RETIREMENT ADVISORS

PALADIN RETIREMENT ADVISORS of NEWTOWN, PA is an SEC-registered investment adviser (CRD 333662). Regulatory assets under management: $11.6M.

Registration

• CRD: 333662
• Type: Registered investment adviser
• Location: 532 DURHAM RD, NEWTOWN, PA, 18940
• Phone: 215-860-3101
• Latest filing: 2026-04-21
• Regulatory AUM: $11.6M
• Discretionary AUM: $11.6M
• Clients: 2
• Accounts: 63

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333662 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search