Unclaimed Profile

Sara M. Wojnar

PALM EQUITY, LLC·WEST PALM BEACH, Florida

Clean recordPALM EQUITY, LLC

ONE NORTH CLEMATIS, WEST PALM BEACH, FL 33401CRD# 3263281Firm CRD# 162535

Profile Verification

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

Identity

Sara M. Wojnar · WEST PALM BEACH, FL

Registration

CRD #3263281 · PALM EQUITY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sara M. Wojnar is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with PALM EQUITY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

PALM EQUITY, LLC

AUM

$288M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PALM EQUITY, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3263281

Firm CRD# 162535

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sara M. Wojnar offer?

Sara M. Wojnar specializes in Investment Management. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are Sara M. Wojnar's credentials?

Sara M. Wojnar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sara M. Wojnar located?

Sara M. Wojnar is based in WEST PALM BEACH, Florida, working with PALM EQUITY, LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does Sara M. Wojnar charge for services?

Sara M. Wojnar'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 PALM EQUITY, LLC?

PALM EQUITY, LLC has approximately 4 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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