Palermo Wealth Management, LLC
Palermo Wealth Management, LLC (CRD# 160031) is a financial advisory firm headquartered in , . They manage $62,009,000 in 450 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Palermo Wealth Management, LLC
By the Numbers
-
Total Assets Under Management62MILLION
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Total Number of Accounts450ACCOUNTS
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Average Account Value$137,798
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NV, TX
Financial Advisors at Palermo Wealth Management, LLC
1
Christopher Baum (CRD# 4700030) is an Investment Advisor Representative working at Palermo Wealth Management, LLC in Georgetown, TX and has over 20 years of experience in the finance industry.
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