Be advised. This firm is no longer registered.

Palm Equity, LLC

Palm Equity, LLC (CRD# 162535) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $287,967,655 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Palm Equity, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.