$20.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
20 yrs Firm Age
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- Custodian
- First Clearing · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-19-2006
- Office Locations
- 1
Office Locations
-- Richmond Hill GA
About Palmetto Financial Planners LLC
Palmetto Financial Planners provides financial planning and asset management for retail clients, with an emphasis on entrepreneurs. Investment implementation primarily uses public funds with a tilt toward investment‑grade fixed income, alongside mutual funds/index funds and ETFs. Custody includes First Clearing. Offers an initial “Get Acquainted” meeting to assess fit.
Team overview
-- AVG AGE
$20.5M AVG AUM / ADVISOR
$788.2K AVG AUM / CLIENT
20.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CONNIE JUDKINS
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #5962535
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,492,942 | -- |
| Total | $20,492,942 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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