Palm Springs Advisory LLC

RIASEC RegisteredEst. 2017

Total AUM

$35.5M

Discretionary

$5.4M

15% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Palm Springs Advisory LLC is an independent registered investment adviser organized as an LLC and operating since 2017 under individual ownership. The firm advises both individuals and families as well as institutional clients, offering financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its fee arrangements include traditional percentage-of-AUM billing as well as hourly charges and performance-based fees. The adviser does not identify as an active ESG investor, is not multi-state registered, and does not present itself as a capital allocator or pension consultant.