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FIRM PROFILE
Overview
PALMER CAPITAL ADVISORS, LLC is located at 1290 Avenue Of The Americas 10th Floor, New York, NY 10104 and was first established at New York, New York in 08/30/2016. After operating for 9 years, PALMER CAPITAL ADVISORS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PALMER CAPITAL ADVISORS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. PALMER CAPITAL ADVISORS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PALMER CAPITAL ADVISORS, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PALMER CAPITAL ADVISORS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PALMER CAPITAL ADVISORS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for PALMER CAPITAL ADVISORS, LLC Comes From
Understanding the Statistics for PALMER CAPITAL ADVISORS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1290 Avenue Of The Americas 10th Floor, New York, NY 10104
1290 Avenue Of The Americas 10th Floor, New York, NY 10104
Small
(212) 897-1686
New York since 08/30/2016
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PALMER CAPITAL HOLDINGS, LLC | MANAGING MEMBER | ||
| SIPINICK, KATHY EFREM | CEO/CCO/FINOP | 3248100 |
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Advisor's working at PALMER CAPITAL ADVISORS, LLC
Timothy Sing Lung Ng
Kenneth Allen Griffin Jr.
Kathy Efrem Sipinick
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