P
CRD: 328848
Palm View Investments
$2.1M Total AUM
$843.0K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-07-2024
- Office Locations
- 1
Office Locations
327 S. CO HWY 393 STE 201c Santa Rosa Beach FL
About Palm View Investments
Palm View Investments is a Santa Rosa Beach-based RIA. The firm has been operating for 2 years. Managing $2.1M in total assets under management, with 1 advisory representatives. Services offered include Portfolio Construction, Retirement Plans, Wealth Planning.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$688.7K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Focus Momentum Peak foundation Ridge alpha
Client Personas
Harbor
CRM
Insight frontier
Custodian
Beacon Element
Services
Vertex Unison Vital
Owner & Executives
B
BRYAN DONALD MULLIN
Chief Compliance Officer, Managing Member
- CRD
- #3223164
- Ownership
- 75% or more
(445) 917-9631
matrix.pioneer@zenithcapital.com
in linkedin.com/in/pathway-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $843,000 | -- |
| Non-Discretionary | $1,223,000 | -- |
| Total | $2,066,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,066,000
Equity - Exchange:
36.4% Public Funds:
40.9% Cash:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,938,669,259 | 36.4% |
| Public Funds | $3,301,966,283 | 40.9% |
| Cash | $1,832,631,654 | 22.7% |
| Total | $8,073,267,196 | 100.0% |