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Building 2PALOMAR ADVISORS INC.

Map pin
Phone760-417-5709
NotebookSEC #801-136031
Total AUM
$101.3M
Employees
2
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
760-417-5709
Other Offices
3

ReceiptFinancials

Total AUM
$101.3M
Accounts
13
Discretionary
$101.3M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$3.4M
HNW Individual Clients
13
AUM
$42.5M
Pension/Profit Sharing Plan Clients
46
AUM
$52.9M
Corporation or Business Clients
3
AUM
$2.5M
Other Clients
1
AUM
$5K
Description of Other Clients
HSA

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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