Palmer Capital Management, Inc.
Palmer Capital Management, Inc. (CRD# 113548) is a financial advisory firm headquartered in Verona, KY. They manage $35,682,000 in 125 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$285,456
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Greg Palmer (CRD# 5443464) is an Investment Advisor Representative working at Palmer Capital Management, Inc. in Verona, KY and has 1 year of experience in the finance industry. Greg Palmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.