Palumbo Capital Group, LLC

Overview

Palumbo Capital Group, LLC is organized as a limited liability company that provides financial planning and discretionary portfolio management services targeted at individuals and small-business clients. The firm bills on a combination of asset-based fees and hourly charges. Ownership is listed as a mix of a domestic entity and an individual, and the adviser reports affiliations with another investment adviser and an insurance company. Regulatory and classification fields in the source do not specify a traditional industry category; the firm is identified as an unclassified adviser. It is not designated as a capital allocator and does not identify itself as an active ESG investor. The adviser does not list pension consulting as part of its service set.

Investments & Alternatives

Location & Offices