Palmerton Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 124283
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals91.36%
- Charitable Organizations8.64%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Palmerton Financial Services, LLC is a small, privately owned advisory firm organized as an LLC that provides portfolio management for individuals and small businesses. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Palmerton does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Frederick Palmerton
Managing MemberCRD 4716410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Mcdevitt & Bird Investment Management Co
RIARLR Capital Management, Inc.
RIANew Canaan, CT
Integral Financial Planners
RIAColeman River Capital LLC
RIABlue Monarch Financial Inc.
RIAGreenville, TX