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Building 2PALO CAPITAL, INC.

Map pinNEWPORT BEACH, CA
Phone949-715-2126
NotebookSEC #801-69026
Total AUM
$341.4M
Employees
7
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
888 SAN CLEMENTE DRIVE
SUITE 150
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00AM-4:00PM PST
Monday - Friday
Phone
949-715-2126

ReceiptFinancials

Total AUM
$341.4M
Accounts
475
Discretionary
$341.4M
Accounts
475
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$18M
HNW Individual Clients
164
AUM
$315M
Charitable Organization Clients
1
AUM
$424.2K
Investment Advisor Clients
1
AUM
$8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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