PALM VALLEY CAPITAL MANAGEMENT

422 Jacksonville Drive
Jacksonville Beach, Florida 32250
Tel: 904-747-2345

About PALM VALLEY CAPITAL MANAGEMENT

PALM VALLEY CAPITAL MANAGEMENT, formally registered with the SEC as PALM VALLEY CAPITAL MANAGEMENT. The firm was established in 01/28/2019. They have over 3 offices throughout the country.

PALM VALLEY CAPITAL MANAGEMENT is a Jacksonville Beach, Florida based Financial Planning firm with nearly $336,395,120 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299896
SEC#	801-114514
Assets Managed by Firm	$336,395,120
No. of Clients	13
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$336,395,120
High net worth individuals	5	$48,742,040
Charitable organizations	Fewer than 5 clients	$33,857,721

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