Paladin Advisory Group, LLC
Paladin Advisory Group, LLC is an independent registered investment advisory firm headquartered in Clive, Iowa. Founded in 2011, the firm serves individuals and high net worth individuals with retirement planning, wealth management, and financial advice. Its team of 4-5 advisors empowers clients throughout all career stages, specializing in workplace savings for employers, employer groups, and personalized financial planning services. The firm emphasizes empowering women in finance and operates as a PlanMember Financial Center.
Investment Strategy
Paladin Advisory Group focuses on holistic wealth management, financial planning, and retirement solutions tailored for individuals and employer groups. Their strategy centers on developing customized retirement plans, including workplace savings programs (401k, 403(b), 457(b)), debt management, and maximizing sources of retirement income such as Social Security and Medicare. The firm champions education and personalized advice, aiming to empower clients with knowledge and confidence in their financial decisions, and supporting women’s financial literacy through dedicated programs.
Top Holdings
Equity Positions (250)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 7.65% | $10.0M | 23,589 | $247.35 | $424.58 | +$1.4M |
I IEFA | ISHARES TR | 5.16% | $6.8M | 80,876 | $67.60 | $83.48 | +$749.0K |
J JPST | J P MORGAN EXCHANGE TRADED F | 4.17% | $5.5M | 107,654 | $50.32 | $50.68 | +$54.4K |
I IVV | ISHARES TR | 3.44% | $4.5M | 7,245 | $448.67 | $620.90 | +$632.5K |
N NOBL | PROSHARES TR | 3.29% | $4.3M | 42,817 | $92.27 | $100.70 | -$61.6K |