$101.3M Total AUM
$101.3M Disc. AUM
-- 3Y CAGR
2 Employees
76 ADV. Clients
9 yrs Firm Age
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- Custodian
- Ameritas · Charles Schwab & Company · Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2017
- Office Locations
- 2
Office Locations
27636 Ynez Rd. Bldg. L7, Suite 227 Temecula CA
-- Temecula CA
About Palomar Advisors Inc.
Palomar Advisors Inc. is a Temecula, CA-based boutique RIA serving retail and institutional clients, with a focus on business owners. The firm provides financial planning and portfolio management, including retirement and estate planning and insurance/life insurance-based risk management. Portfolios are ETF-centric with supplemental U.S. government/agency fixed income; custody includes Charles Schwab.
Team overview
-- AVG AGE
$50.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
JOHN PAUL FOUNTAIN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2908403
- Ownership
- 75% or more
Available
Available
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J
JOEL LEONARD WALKER
--
- CRD
- #7758206
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,258,620 | $7,789,125 |
| Non-Discretionary | $0 | -- |
| Total | $101,258,620 | $7,789,125 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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