Unclaimed Profile

Frank Kohlhaas Martin

PALM VALLEY CAPITAL MANAGEMENT LLC·JACKSONVILLE BEACH, Florida

Clean recordPALM VALLEY CAPITAL MANAGEMENT LLC

422 JACKSONVILLE DRIVE, JACKSONVILLE BEACH, FL 32250CRD# 321186Firm CRD# 299896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank Kohlhaas Martin · JACKSONVILLE BEACH, FL

Registration

CRD #321186 · PALM VALLEY CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Frank Kohlhaas Martin is a registered financial advisor based in JACKSONVILLE BEACH, Florida, affiliated with PALM VALLEY CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

Speak with Frank

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Frank is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PALM VALLEY CAPITAL MANAGEMENT LLC

PALM VALLEY CAPITAL MANAGEMENT

AUM

$281M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PALM VALLEY CAPITAL MANAGEMENT LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 321186

Firm CRD# 299896

View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSONVILLE BEACH?

Browse all registered financial advisors in JACKSONVILLE BEACH, Florida or claim this profile if it's yours.

Browse JACKSONVILLE BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Frank Kohlhaas Martin offer?

Frank Kohlhaas Martin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSONVILLE BEACH, Florida for a consultation.

What are Frank Kohlhaas Martin's credentials?

Frank Kohlhaas Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Kohlhaas Martin located?

Frank Kohlhaas Martin is based in JACKSONVILLE BEACH, Florida, working with PALM VALLEY CAPITAL MANAGEMENT LLC. Their office serves clients in the JACKSONVILLE BEACH metropolitan area and surrounding communities.

How does Frank Kohlhaas Martin charge for services?

Frank Kohlhaas Martin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PALM VALLEY CAPITAL MANAGEMENT LLC?

PALM VALLEY CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →