Palmetto Advisory Group, LLC

Overview

Palmetto Advisory Group, LLC is an SEC-registered investment adviser organized as a limited liability company and initially registered in 2009. The firm is owned by an individual and is listed in the snapshot as an “unclassified” adviser. Disclosure fields in the available profile do not include a description of the firm’s fee model, client types, or specific advisory activities. The profile indicates the firm does not identify as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not listed as a related adviser. The snapshot also marks the firm as not being a multi-state adviser for registration purposes despite separate office locations noted elsewhere in the record.

Assets & Accounts

Location & Offices