Palomar Advisors Inc.

Palomar Advisors Inc. (CRD# 285358) is a financial advisory firm headquartered in , . They manage $67,501,534 in 147 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.mycreativebenefits.wordpress.com
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $459,194
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Palomar Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John Fountain, financial advisor Temecula CA
John P. Fountain
CRD#: 2908403
Temecula, CA

John Fountain (CRD# 2908403) is an Investment Advisor Representative working at Palomar Advisors Inc. in Temecula, CA and has over 26 years of experience in the finance industry.

2
Joel Walker, financial advisor Temecula CA
Joel L. Walker
CRD#: 7758206
27636 Ynez Rd., Bldg. L7, Suite 227, Temecula, CA 92591

Joel Walker (CRD# 7758206) is an Investment Advisor Representative working at Palomar Advisors Inc. in Temecula, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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