PALM TREE SECURITIES LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 307831
- Registered since
- November 6, 2020
- Website
- palmtreellc.com
Firm profile
FINTRXOverview
Palm Tree Securities LLC is organized as a limited liability company and is registered with the SEC (registration year 2020). FINTRX classifies the firm as an investment bank and lists the owner type as a domestic entity and an individual. The record indicates the firm is not designated as a capital allocator and is not flagged as an active ESG investor or as a multi-state adviser. Fields for business activities, advisory activities, fee structure and client base are not populated in the available dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9Mitchell Steffens
Vice PresidentCRD 7385235
ANNA JERSTROM
Financial ProfessionalCRD 4234298
PAIGE RAND
Senior Compliance ProfessionalCRD 4520907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11755 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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