2 American Lane
Greenwich, Connecticut 06836-2571
Tel: 203-862-8000
PALOMA PARTNERS MANAGEMENT COMPANY, formally registered with the SEC as PALOMA PARTNERS MANAGEMENT COMPANY. The firm was established in 10/17/2011. They have over 2 offices throughout the country.
PALOMA PARTNERS MANAGEMENT COMPANY is a Greenwich, Connecticut based Financial Planning firm with nearly $29,368,098,330 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 54 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 138460 |
| SEC# | 801-72796 |
| Assets Managed by Firm | $29,368,098,330 |
| No. of Clients | 3 |
| No. of Advisors | 54 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $29,368,098,330 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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