PALM VIEW INVESTMENTS

PALM VIEW INVESTMENTS, LLC

CRD 328848

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327 S. CO HWY 393, STE 201C, SANTA ROSA BEACH, FL, 32459, United States

Phone

850-655-2505

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$2.1M

Discretionary AUM

$843K

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCONSULTING

All web addresses on file

https://www.linkedin.com/company/palm-view-investments-llc/about/?viewAsMember=true
http://www.palmviewinvestments.com
https://www.instagram.com/palmviewinvestments?igsh=YjEwaGk4ZHE2a25u
https://www.facebook.com/share/14WzHa3qsNh/?mibextid=wwXIfr

Official SEC filing: View on IAPD