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 is listed as SEC-registered since 1985. The FINTRX record classifies ownership as a mix of a foreign entity and an individual, and the firm is labeled “Unclassified” with respect to its business category. The dataset indicates Palico LLC does not act as a capital allocator and is not marked as an active ESG investor. It is not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The filing supplies basic structural and registration attributes but does not include a description of the firm's investment strategy, target clients, or fee model. Those operational and advisory details are not available in the provided record.

Assets & Accounts

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

    Chief Compliance OfficerCRD 6574919

Contacts

2 of 2
  • Victor Quiroga

    Senior AdvisorCRD 4841312

  • 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth