Palmas Securities
Firm details
- Headquarters
- Humacao, PR
- CRD number
- 299935
- Registered since
- August 17, 2021
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Edward Kim
Chief Investment OfficerCRD 4689704
Contacts
1 of 1Deborah Agerton
FinOpCRD 4460597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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