P
CRD: 124283
Palmerton Financial Services, LLC
Newark, NJ
9734935079
$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
24 yrs Firm Age
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- Custodian
- BNY Mellon · Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-12-2002
- Office Locations
- 1
Office Locations
-- Newark NJ
About Palmerton Financial Services, LLC
Palmerton Financial Services, LLC is a Newark-based RIA. The firm has been operating for 24 years. Managing $8.9M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company. Services offered include Asset Management.
Team overview
69 AVG AGE
$8.9M AVG AUM / ADVISOR
$521.6K AVG AUM / CLIENT
20.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Horizon Vector momentum
Investment Vehicles
Harbor beacon
Services
Alpha matrix
Owner & Executives
F
FREDERICK ELWYN PALMERTON MR.
Managing Member, Owner
- CRD
- #4716410
- Ownership
- 75% or more
(297) 798-5278
timber.atlas@zenithcapital.com
in linkedin.com/in/prime-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,867,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,867,200 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,867,200
Equity - Exchange:
23.4% Cash:
76.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,543,935,978 | 23.4% |
| Cash | $5,054,081,022 | 76.6% |
| Total | $6,598,017,000 | 100.0% |