Palico LLC

Broker-DealerFINRA Member
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. Available records supply only a handful of operational descriptors rather than a detailed investment or client profile, so there is limited public information on its strategy, fee model, or the types of advisory services it provides. Ownership information indicates a mix of a foreign entity and an individual stakeholder. The firm is classified as "Unclassified" in the source data and is not identified as a capital allocator. Other firm-level flags show Palico LLC is not an active ESG investor, is not designated as a multistate adviser, is not marked as a newly formed adviser, and does not present itself as a pension consultant or related adviser.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Recent M&A activity

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Recent filings

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Awards

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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