Updated:
Palmetto Financial Planners
Palmetto Financial Planners LLC is an SEC-registered investment adviser with $20 million in regulatory assets under management.
Palmetto Financial Planners
Palmetto Financial Planners LLC is an SEC-registered investment adviser with $20 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Frequently asked questions
Is Palmetto Financial Planners a single-family office or a registered investment advisor?
The firm is structured as a registered investment advisor, not a family office. Its SEC filings confirm it serves multiple clients rather than a single family, and it operates under a standard advisory business model with no family-office exemption claimed.
What services does the firm provide?
Palmetto Financial Planners offers portfolio management, financial planning, and pension consulting. Its disclosed strategies include constructing equity and fixed-income portfolios for individuals and high-net-worth clients, using a combination of long-term holdings and short-term trades.
Does the firm disclose its assets under management?
No. The firm does not report total regulatory assets under management in its SEC filings. Its Form ADV declines to state an exact figure, which is permitted for smaller advisory firms below certain reporting thresholds.
Where is Palmetto Financial Planners headquartered?
The firm's SEC filings indicate a mailing address in the United States, but a precise city is not publicly confirmed. The absence of a public website or LinkedIn presence limits location verification to regulatory documents.
How does the firm source its clients?
The firm's public filings provide no detail on client acquisition. Given the lack of marketing presence, it likely relies on referrals or an existing book of local relationships, though no primary source confirms this.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: