Palmas Securities

Broker-DealerFINRA MemberEst. 2021
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 appears on the SEC register with an initial filing in 2021. Ownership is held by an individual rather than a corporate or institutional owner. The firm is recorded in FINTRX as "Unclassified" for its industry categorization. Available records supply only a handful of operational flags: Palmas Securities is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not listed as a pension consultant, and is not recorded as a related adviser to another firm. The firm has not provided details about its core business activities or the specific advisory services it offers.

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

    Financial and Operations PrincipalCRD 4460597

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Humacao, 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth