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Building 2PALM VALLEY CAPITAL MANAGEMENT

Map pinJACKSONVILLE BEACH, FL
Phone904-747-2345
NotebookSEC #801-114514
Total AUM
$281.6M
Employees
2
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
422 JACKSONVILLE DRIVE
JACKSONVILLE BEACH
FL 32250
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
904-747-2345
Other Offices
2

ReceiptFinancials

Total AUM
$281.6M
Accounts
11
Discretionary
$281.6M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$23.5M
Investment Company Clients
1
AUM
$222.6M
Charitable Organization Clients
1
AUM
$35.4M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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