← Back to searchVisit website
PALMETTO COAST ADVISORS, INC.
CRD 270012
210 WINGO WAY, SUITE 400, MT. PLEASANT, SC, 29464, United States
Phone
843-647-7270
Fax
888-751-2724
Registration
— (—)
Source
State registered
Total AUM
$54.9M
Discretionary AUM
$54.9M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsTRUSTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $14.3M |
| High net worth individuals | 22 | $29.4M |
| Pension/profit sharing plans | 3 | $8.0M |
| Corporations/business entities | 1 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD