Palermo Wealth Management, LLC
Palermo Wealth Management, LLC (CRD# 160031) is a financial advisory firm headquartered in , . They manage $19,600,000 in 350 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts350ACCOUNTS
Average Account Value$56,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Baum (CRD# 4700030) is an Investment Advisor Representative working at Palermo Wealth Management, LLC in Austin, TX and has over 14 years of experience in the finance industry.