Palmetto Advisory Group, LLC

Overview

Palmetto Advisory Group, LLC is registered as a limited liability company and shows SEC registration dating to 2009. FINTRX records list the firm as owner-operated (owner type: individual) and classifies it as "unclassified" rather than under a specific advisory niche. The profile in the dataset is sparse on strategy and client-facing details. The firm is not marked as a capital allocator, is not identified as an active ESG investor, and is not flagged as a pension consultant or related adviser. FINTRX also indicates it is not a multi-state adviser. Specifics about fee structure, advisory activities, or the client base were not provided in the available data.

Assets & Accounts

Location & Offices