Palmas Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Humacao, PR
CRD number
299935
Registered since
August 17, 2021

Firm profile

FINTRX

Overview

Palmas Securities is organized as a limited liability company and is privately owned by an individual. Public records classify the firm as unclassified and disclose minimal detail about its service lines or client segments. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser. It is also not listed as a newly formed adviser, a pension consultant, or a related adviser. Available information is thin on investment strategy, fee schedules, client types, or advisory activities, so there is little on how the firm positions its offering or sources mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Edward Kim

    Edward Kim

    Chief Investment OfficerCRD 4689704

Contacts

1 of 1
  • Deborah Agerton

    FinOpCRD 4460597

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Humacao, PR

San Juan-Bayam_n, PR

Location

Humacao, PR

Headquartered in Humacao, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
83 Grn
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth