Palm Equity, LLC is a large advisory firm based in West Palm Beach. It manages $287.97 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Florida.
Palm Equity provides portfolio management for individuals and small businesses, selection of other advisers, and charitable foundation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Palm Equity, LLC is $287.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Palm Equity, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Christopher Terence Battifarano has served as the Chief Investment Officer since 1 May 2012. Lauren Hope Reynolds joined the executive team most recently as the Controller/Chief Compliance Officer.
The principal office where Palm Equity, LLC performs its advisory services is located at One North Clematis, West Palm Beach, FL 33401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-227-9050 or by fax 561-228-0789. The normal business hours are 9:00-5:00 on Monday - Friday.