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 appears in SEC records beginning in 2021. Ownership is held by an individual rather than a corporate or institutional owner. Public data available through the source is sparse: the firm is listed as “unclassified” and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not provide details about its advisory or business activities in the source material.
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
Financial and Operations PrincipalCRD 4460597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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