$17.2M Total AUM
$17.2M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-25-2024
- Office Locations
- 1
Office Locations
-- SAN Clemente CA
About TWO Palms Financial
Two Palms Financial is a California-registered RIA focused on time-starved business owners in Orange County and nationwide. The firm pairs cash-flow and year-round tax planning with tax-efficient portfolio management (rebalancing and tax-loss harvesting) and coordinates insurance and legacy/estate planning. Clients receive a “Two-Page Plan” and a structured review cadence (typically 2–4 meetings/year).
Team overview
-- AVG AGE
$17.2M AVG AUM / ADVISOR
$8.6M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DANIEL JOHN COSTIGAN
Chief Compliance Officer, FOUNDER
- CRD
- #6361599
- 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 | $17,173,618 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,173,618 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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