PALM TREE SECURITIES LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
307831
Registered since
November 6, 2020

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Mitchell Steffens

    Vice PresidentCRD 7385235

  • ANNA JERSTROM

    Financial ProfessionalCRD 4234298

  • PAIGE RAND

    Senior Compliance ProfessionalCRD 4520907

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth