PALM EQUITY, LLC

WEST PALM BEACH, Florida·4 registered advisors·CRD# 162535
SEC# 801-74793561-227-9050
01

Firm Overview

AUM
$288M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment Management
04

Advisors at PALM EQUITY, LLC

4 registered advisors
Christopher Terence Battifarano
WEST PALM BEACH, Florida
Grant Edwin Mashek
WEST PALM BEACH, Florida
Lauren Hope Reynolds
WEST PALM BEACH, Florida
Sara M. Wojnar
WEST PALM BEACH, Florida
05

Office Locations

WEST PALM BEACH, Florida
4 advisors

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Data sourced from SEC Form ADV filings. PALM EQUITY, LLC (CRD# 162535) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.