Palmas Securities

Broker-DealerFINRA MemberEst. 2021
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Humacao, PR
CRD number
299935
Registered since
August 17, 2021

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Edward Kim

    Edward Kim

    Chief Investment OfficerCRD 4689704

Contacts

1 of 1
  • Deborah Agerton

    FinOpCRD 4460597

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth