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Pedro A Palma

APEX INVESTMENTS MANAGEMENT US, LLC·COCONUT GROVE, Florida
Unclaimed Profile
2665 SOUTH BAYSHORE DRIVE, COCONUT GROVE, FL 33133CRD# 4886306Firm CRD# 322874
01

About

Pedro A Palma is a registered financial advisor based in COCONUT GROVE, Florida, affiliated with APEX INVESTMENTS MANAGEMENT US, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
APEX INVESTMENTS MANAGEMENT US, LLC
APEX INVESTMENTS MANAGEMENT US, LLC
AUM
$134M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at APEX INVESTMENTS MANAGEMENT US, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4886306
Firm CRD# 322874
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Pedro A Palma offer?
Pedro A Palma specializes in Retirement Planning. Contact their office in COCONUT GROVE, Florida for a consultation.
What are Pedro A Palma's credentials?
Pedro A Palma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pedro A Palma located?
Pedro A Palma is based in COCONUT GROVE, Florida, working with APEX INVESTMENTS MANAGEMENT US, LLC. Their office serves clients in the COCONUT GROVE metropolitan area and surrounding communities.
How does Pedro A Palma charge for services?
Pedro A Palma's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX INVESTMENTS MANAGEMENT US, LLC?
APEX INVESTMENTS MANAGEMENT US, LLC has approximately 4 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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