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CROSSPLAN MONEY MANAGEMENT
PALM INVESTMENT STRATEGIES, LLC
CRD 129489 · SEC 801-69084
10575 68TH AVENUE NORTH, SUITE B-3, SEMINOLE, FL, 33772, United States
Phone
727-398-7900
Fax
727-398-2825
Registration
— (—)
Source
State registered
Total AUM
$64.8M
Discretionary AUM
$64.8M
Team
3 total employees; 1 advisory reps; 81 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $35.5M |
| High net worth individuals | 12 | $27.3M |
All web addresses on file
Official SEC filing: View on IAPD