Palmetto Advisory Group, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Charleston, South Carolina
CRD number
150270
Registered since
November 13, 2009

Firm profile

FINTRX

Overview

Palmetto Advisory Group, LLC is organized as a privately held limited liability company under individual ownership. Publicly available descriptors classify the firm as “unclassified” and indicate it does not act as a capital allocator. The firm does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charleston, SC

Charleston

Location

Charleston, SC

Headquartered in Charleston, SC, in the South of the United States.

Region
South
County
Charleston
Address
460 King St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth