CRD: 110418
Palmer Jones & Associates, Inc.
Bluffton, SC
8437570050
$59.0M Total AUM
$56.9M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
44 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-1981
- Office Locations
- 1
Office Locations
-- Bluffton SC
About Palmer Jones & Associates, Inc.
Palmer Jones & Associates, Inc. is a Bluffton-based RIA. The firm has been operating for 44 years. Managing $59.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$59.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
32.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
44yrs Firm Age
Insights
Upgrade to reveal position-level detail across element timber.
Unlock to compare peer behavior around unison pioneer.
Premium access reveals conviction themes in quantum momentum capital.
Unlock to see real insight on beacon peak element.
Open the full profile to inspect shifts in meridian vital.
Unlock to compare peer behavior around quantum frontier.
Unlock to see real insight on ridge signal signal.
Full visibility includes strategy notes for vertex catalyst pathway.
Asset Classes
Wave Beacon
Investment Themes
Catalyst vital Peak Matrix vertex
Investment Vehicles
Fusion value
Services
Ember Vector foundation Timber summit Glacier radial Zenith Atlas pioneer
Owner & Executives
G
GLENDON MERCHANT JONES
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
(820) 606-5168
peak.radial@vitalcapital.com
in linkedin.com/in/beacon-north
P
PALMER STAFFORD JONES
Investment Advisor, President
- CRD
- #1016275
- Ownership
- 50% but less than 75%
(605) 555-6066
vital.eagle@frontiercapital.com
in linkedin.com/in/frontier-harbor
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,880,943 | $648,634 |
| Non-Discretionary | $2,089,786 | $347,081 |
| Total | $58,970,729 | $646,433 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $58,970,729
Equity - Exchange:
21.4% Public Funds:
15.5% Cash:
21.7% U.S. Government/Agency:
21.3% Corporate - Investment Grade:
4.9% Municipal Bonds:
15.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,296,144,504 | 21.4% |
| Public Funds | $938,796,253 | 15.5% |
| Cash | $1,314,314,754 | 21.7% |
| U.S. Government/Agency | $1,290,087,754 | 21.3% |
| Corporate - Investment Grade | $296,780,751 | 4.9% |
| Municipal Bonds | $920,626,001 | 15.2% |
| Total | $6,056,750,017 | 100.0% |