PALM INVESTMENT STRATEGIES, LLC

CROSSPLAN MONEY MANAGEMENT
SEMINOLE, Florida·1 registered advisor·CRD# 129489
SEC# 801-69084727-398-7900
01

Firm Overview

AUM
$36M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PALM INVESTMENT STRATEGIES, LLC

1 registered advisor
John Randolph Palm
SEMINOLE, Florida
05

Office Locations

SEMINOLE, Florida
1 advisor

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Data sourced from SEC Form ADV filings. PALM INVESTMENT STRATEGIES, LLC (CRD# 129489) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.