Palmetto Advisory Group, LLC
Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0
Firm details
- Headquarters
- Charleston, South Carolina
- CRD number
- 150270
- Registered since
- November 13, 2009
Firm profile
FINTRXOverview
Palmetto Advisory Group, LLC is organized as a privately held limited liability company under individual ownership. Publicly available descriptors classify the firm as “unclassified” and indicate it does not act as a capital allocator. The firm does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.
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
Location
Primary office
Charleston, SC
Charleston
Location
Charleston, SC
Headquartered in Charleston, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 460 King St
- Time zone
- ET (UTC-5)
- Office locations
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