Palm View Investments

Overview

Palm View Investments is a Florida-based limited liability company owned by an individual and positioned as a small capital allocator that advises on portfolios and financial planning. The firm provides a mix of advisory services that include financial planning, portfolio management for both individuals/small businesses and businesses/institutions, selection of other advisers, pension-related consulting activities, and educational seminars or workshops. Its fee arrangements are flexible and include percentage-of-AUM billing, hourly fees, and fixed-fee engagements. Palm View does not identify as an active ESG investor and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices