P
CRD: 270012
Palmetto Coast Advisors, Inc.
$54.9M Total AUM
$54.9M Disc. AUM
-- 3Y CAGR
2 Employees
66 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- Pathway value
- Established Date
- 09-02-2015
- Office Locations
- 1
Office Locations
210 Wingo WAY Suite 400 Mt. Pleasant SC
About Palmetto Coast Advisors, Inc.
Palmetto Coast Advisors, Inc. is a Mt. Pleasant-based RIA. The firm has been operating for 10 years. Managing $54.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Transamerica. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
47 AVG AGE
$54.9M AVG AUM / ADVISOR
$832.5K AVG AUM / CLIENT
10.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Value Signal
CRM
Vital
Investment Themes
Summit north Timber
Investment Vehicles
Catalyst meridian Beacon focus
Platform
Fusion
Services
Eagle Momentum vital Crest Crest Pioneer
Technology
Wave element
Owner & Executives
M
MICHAEL JOHN KREFT
Chief Compliance Officer
- CRD
- #5184803
- Ownership
- 75% or more
(801) 715-2663
peak.atlas@vertexcapital.com
in linkedin.com/in/meridian-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,943,235 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,943,235 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,943,235
Equity - Exchange:
38.8% U.S. Government/Agency:
15.2% Cash:
33.0% Municipal Bonds:
13.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,340,727,966 | 38.8% |
| U.S. Government/Agency | $525,233,636 | 15.2% |
| Cash | $1,140,309,868 | 33.0% |
| Municipal Bonds | $449,212,979 | 13.0% |
| Total | $3,455,484,449 | 100.0% |