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Building 2ROYAL PALMS CAPITAL, LLC

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Phone310 265-5939
NotebookSEC #801-132117
Total AUM
$124.2M
Employees
1
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
310 265-5939
Other Offices
1

ReceiptFinancials

Total AUM
$124.2M
Accounts
249
Discretionary
$124.2M
Accounts
249
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$16.3M
HNW Individual Clients
33
AUM
$107.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMT

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

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