PALM BEACH CAPITAL MANAGEMENT III, LLC

525 South Flagler Drive
Suite 201
West Palm Beach, Florida 33401
Tel: 561-659-9022

About PALM BEACH CAPITAL MANAGEMENT III, LLC

PALM BEACH CAPITAL MANAGEMENT III, LLC, formally registered with the SEC as PALM BEACH CAPITAL MANAGEMENT III, LLC. The firm was established in 03/08/2012. They have over 1 offices throughout the country.

PALM BEACH CAPITAL MANAGEMENT III, LLC is a West Palm Beach, Florida based Financial Planning firm with nearly $841,068,145 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159611
SEC#	801-73453
Assets Managed by Firm	$841,068,145
No. of Clients	14
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based
Other (FEES FROM PORTFOLIO COPANIES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	14	$841,068,145

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