Palm Springs Advisory LLC
Firm details
- Headquarters
- ,
- CRD number
- 289398
- Registered since
- November 29, 2017
- Website
- www.palmspringsadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI93.75%
- Corporations / Businesses6.13%
- Individuals0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Palm Springs Advisory LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm is individually owned and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements include percentage-of-AUM billing, hourly charges, and the ability to accept performance-based fees. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser or pension consultant. It does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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