Palmetto Advisory Group, LLC

Overview

Palmetto Advisory Group, LLC is organized as a limited liability company and is registered with the SEC (registration year reported as 2009). FINTRX lists the firm’s owner type as individual and classifies the firm as “unclassified.” The database does not provide details on the firm’s client segments, fee schedules, specific advisory services, or typical business activities. FINTRX also flags the firm as not an active ESG investor. FINTRX marks the firm as not a multi-state adviser; however, the platform also records multiple office locations for the firm (see Location & Offices). The available information is minimal and leaves core questions about Palmetto Advisory Group’s client focus and investment approach unanswered.

Assets & Accounts

Location & Offices