PALM INVESTMENT STRATEGIES, LLC

CROSSPLAN MONEY MANAGEMENT

SEMINOLE, Florida·4 registered advisors·CRD# 129489

SEC# 801-69084727-398-7900

01

Firm Overview

AUM

$36M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

4

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 Planning Investment Management Wealth Management

04

Advisors at PALM INVESTMENT STRATEGIES, LLC

4 registered advisors

David Kendall Palm

SEMINOLE, Florida

John Randolph Palm

SEMINOLE, Florida

SEMINOLE, Florida

Paul Gordon Palm

SEMINOLE, Florida

05

Office Locations

SEMINOLE, Florida

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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.