Palm Tree Securities LLC

Overview

Palm Tree Securities LLC is organized as a limited liability company and is recorded as SEC-registered in 2020. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser. Ownership is listed as a mix of a domestic entity and an individual. The FINTRX snapshot notes several negative flags for advisory activity: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Details on business lines, fee arrangements, or specific advisory services were not provided in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices