PALOMAR ADVISORS INC.
CRD 285358 · SEC 801-136031
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$101.3M
Discretionary AUM
$101.3M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $3.4M |
| High net worth individuals | 13 | $42.5M |
| Pension/profit sharing plans | 46 | $52.9M |
| Corporations/business entities | 3 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD