Palico LLC

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
15960
Registered since
January 29, 1985

Firm profile

FINTRX

Overview

Palico LLC is organized as a limited liability company and has been SEC-registered since 1985. Ownership is listed as both a foreign entity and an individual; the firm's classification in the available record is "Unclassified." The profile does not include descriptions of advisory or business activities, client types, or manager allocation preferences. Regulatory and operational markers in the record indicate Palico LLC is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm is also marked as not operating as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kimberly Stanton

    Kimberly Stanton

    Chief Compliance OfficerCRD 6574919

Contacts

2 of 2
  • Victor Quiroga

    Victor Quiroga

    Senior AdvisorCRD 4841312

  • Kenneth Boyar

    Kenneth Boyar

    FinOpCRD 5368459

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
126 E 56th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth