Palm Tree Securities LLC

Overview

Palm Tree Securities LLC is organized as a limited liability company and is recorded as SEC-registered in 2020. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a multi-state adviser, pension consultant, or related adviser in the available dataset. Fields for client base, fee structure, business activities and advisory activities are not populated in the source record.

Assets & Accounts