150 West Flagler Street
Suite 1400
Miami, Florida 33130
Tel: 305-417-6254
PALATINE FUND ADVISORS, LLC, formally registered with the SEC as PALATINE FUND ADVISORS, LLC. The firm was established in 07/20/2018. They have over 3 offices throughout the country.
PALATINE FUND ADVISORS, LLC is a Miami, Florida based Financial Planning firm with nearly $868,911,228 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 21 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168077 |
| SEC# | 801-113651 |
| Assets Managed by Firm | $868,911,228 |
| No. of Clients | 4 |
| No. of Advisors | 21 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $868,911,228 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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