Investment adviser · CRD 144892

PALEN FINANCIAL LLC

Investment adviser filing (IA)

DAVENPORT, IA, United States · Form ADV filed Feb 2, 2012

Regulatory AUM
$28.2M
Form ADV · Item 5.F
Client accounts
130
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 2, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1910 EAST KIMBERLY ROAD, SUITE 315
DAVENPORT, IA, 52807, United States

CRD 144892

Filing source

Form ADV 608932 · Feb 2, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.