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Palm Investment Strategies, LLC (Seminole)


Palm Investment Strategies, LLC is an adviser based in Seminole. It manages $36 million of regulatory assets for 640 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Florida.




Palm Investment Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Palm Investment Strategies: assets under management

The assets under management (AUM) of Palm Investment Strategies, LLC is $36 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts and $16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $45.07 thousand.
Palm Investment Strategies has custody of $36 million in cash and securities for 98 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Palm Investment Strategies, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seminole

The principal office where Palm Investment Strategies, LLC performs its advisory services is located at 7995 113 Th Street North, Seminole, FL 33772, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-398-7900 or by fax 727-398-2825. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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