Palmas Securities
Firm details
- Headquarters
- Humacao, PR
- CRD number
- 299935
- Registered since
- August 17, 2021
Firm profile
FINTRXOverview
Palmas Securities is organized as a limited liability company and registered with the SEC in 2021. The firm is owned by an individual and is recorded in FINTRX as an unclassified adviser. Available records indicate Palmas Securities does not act as a capital allocator and is not identified as an active ESG investor. The firm is not registered as a multi-state adviser, is not listed as a pension consultant, and is not part of any related-adviser grouping in the source data. The firm has not provided public details about its advisory or business activities.
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
Owners & executives
1 of 1
Edward Kim
Chief Investment OfficerCRD 4689704
Contacts
1 of 1Deborah Agerton
FinOpCRD 4460597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Humacao, PR
San Juan-Bayam_n, PR
Location
Humacao, PR
Headquartered in Humacao, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 83 Grn
- Office locations
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