Paller Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$146,491,741
Clients
156
Advisors
3
of 6 employees
About
Paller Financial Services, Inc. is an SEC-registered advisory firm with four advisors managing roughly $147.9 million in discretionary assets for about 156 clients. The firm provides fee-based portfolio management and related advisory services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and businesses.
Paller manages client portfolios on a discretionary basis using a tactical allocation strategy aimed at managing risk and seeking improved performance, drawing on fundamental, technical, and cyclical analysis and conducting semi-annual and event-driven reviews. To implement that approach the firm uses a broad range of instruments—listed and over-the-counter securities, mutual funds, corporate and municipal debt, and, in some separately managed accounts, derivatives—along with cash positions or margin where appropriate.
Unusually for a team firm, several advisors maintain accounting or tax credentials and the firm offers tax and accounting services for separate fees; the brochure discloses this creates a potential conflict of interest while noting clients are under no obligation to use those services. The combination of in-house tax/accounting capabilities and the explicit use of derivatives and active gain-harvesting or rebalancing in separately managed accounts are operational features the firm highlights as distinguishing practices compared with many peers.
Client services
Expertise
Fee options
0.85% annually
Main office
9000 E Nichols Avenue, Suite 120
Centennial CO 80112
Advisors at this office
3
Most active in
Colorado · Texas
Also doing business as
Paller Financial Services, Inc. · Paller, Mark
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jennifer M
Series 65
Centennial, CO
Paller Financial Services, Inc.
Jennifer Mc Elderry is a Series 65-licensed advisor at Paller Financial Services, Inc. with one year of industry experience. Prior to joining Paller Financial Services, she worked in tax preparation and consulting roles at firms including H&R Block, Intuit TurboTax, and Excel CPA. She also operated McElderry Consulting for ten years. Paller Financial Services provides fee-based investment advisory and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using a wide range of instruments and option-writing strategies, and combines tax and accounting services with discretionary portfolio management.
Mark P
CFP®, Series 63
Centennial, CO
Paller Financial Services, Inc.
Mark Paller is a CFP® professional with 27 years of experience in financial advising. He has led Paller Financial Services, Inc. since 2000. Outside of his advisory work, he manages the commercial property where his office is located. Paller Financial Services provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach to manage downside risk and uses a broad range of instruments, including option-writing strategies, while also offering tax and accounting services through licensed CPA principals.
Jamison W
CFP®, Series 65
Centennial, CO
Paller Financial Services, Inc.
Jamison White is a CFP® and Series 65 registered advisor with Paller Financial Services, Inc. based in Centennial, CO. He joined the firm in 2023 and has a background that includes roles in sports organizations and retail. Paller Financial Services provides fee-based investment advisory and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach to manage downside risk and employs a broad range of instruments including option-writing strategies, combining tax and accounting services with discretionary portfolio management.
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