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PALM SPRINGS ADVISORY LLC

CRD 289398 · SEC 801-112007

Visit website

DE, United States

Phone

2563677834

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$35.5M

Discretionary AUM

$5.4M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals2$41K
High net worth individuals18$33.3M
Corporations/business entities5$2.2M

States served

DE

All web addresses on file

Official SEC filing: View on IAPD