PALM BEACH CAPITAL MANAGEMENT III, LLC

WEST PALM BEACH, Florida·6 registered advisors·CRD# 159611
SEC# 801-734530561-659-9022
01

Firm Overview

AUM
$841M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: FEES FROM PORTFOLIO COPANIES
03

Specialties

Retirement Planning
04

Advisors at PALM BEACH CAPITAL MANAGEMENT III, LLC

6 registered advisors
Christopher Stephen Felder
WEST PALM BEACH, Florida
Effie Tzirtziropoulos
WEST PALM BEACH, Florida
James William Harpel
WEST PALM BEACH, Florida
Michael Leroy Schmickle
WEST PALM BEACH, Florida
Nathan Shawn Ward
WEST PALM BEACH, Florida
Shaun Lancer Mcgruder
WEST PALM BEACH, Florida
05

Office Locations

WEST PALM BEACH, Florida
6 advisors

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Data sourced from SEC Form ADV filings. PALM BEACH CAPITAL MANAGEMENT III, LLC (CRD# 159611) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.