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Mark Steven Palmer

BAYHAWK ASSET MANAGEMENT, LLC·MARIETTA, Georgia
Unclaimed Profile
13 WEST PARK SQUARE, MARIETTA, GA 30060CRD# 2685946Firm CRD# 153389
01

About

Mark Steven Palmer is a registered financial advisor based in MARIETTA, Georgia, affiliated with BAYHAWK ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
BAYHAWK ASSET MANAGEMENT, LLC
BAYHAWK ASSET MANAGEMENT, LLC
AUM
$59M
Regulatory assets under management
Employees
5
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Other: MODEL PORTFOLIOS ON THIRD PARTY PLATFORM FEES
Regulatory
SEC/IARD CRD# 2685946
Firm CRD# 153389
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Steven Palmer offer?
Mark Steven Palmer specializes in Investment Management, Wealth Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Mark Steven Palmer's credentials?
Mark Steven Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Steven Palmer located?
Mark Steven Palmer is based in MARIETTA, Georgia, working with BAYHAWK ASSET MANAGEMENT, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Mark Steven Palmer charge for services?
Mark Steven Palmer's firm is compensated through percentage of aum, other: model portfolios on third party platform fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAYHAWK ASSET MANAGEMENT, LLC?
BAYHAWK ASSET MANAGEMENT, LLC has approximately 5 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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