Consuelo PalomoCRD Number: 7368857
Current Firm: Greytown Advisors
Consuelo Palomo (CRD# 7368857) is an Investment Advisor Representative working at Greytown Advisors in Ciudad Guatemala, and has 1 year of experience in the finance industry.
|Greytown Advisors Inc.||Miami, FL||Sep 2020 - Current||1|
|Zima Investments||Guatemala,||Aug 2018 - Sep 2020||2|
|Palomo Wealth Management||Guatemala,||Oct 2016 - Aug 2018||1|
|Banco Gyt Continental Guatemala||Guatemala,||Jan 2006 - Oct 2016||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2021|
Total Assets Under Management809MILLIONS
Total Number of Accounts113ACCOUNTS
Average Account Value$7,156,843
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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