Investment adviser · CRD 129489

CROSSPLAN MONEY MANAGEMENT

Investment adviser filing (IA)

PALM INVESTMENT STRATEGIES, LLC

SEMINOLE, FL, United States · Form ADV filed Jun 28, 2012

Regulatory AUM
$36M
Form ADV · Item 5.F
Client accounts
640
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 28, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

7995 113TH STREET NORTH, SECOND FLOOR
SEMINOLE, FL, 33772, United States

CRD 129489

Filing source

Form ADV 656940 · Jun 28, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.