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
Palomar Advisors Inc.
By the Numbers
-
Total Assets Under Management68MILLION
-
Total Number of Accounts147ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Palomar Advisors Inc.
1
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 (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.
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