RIA Intel›Advisers›Florida›PALM VIEW INVESTMENTS, LLC

PALM VIEW INVESTMENTS, LLC

Advisory

SANTA ROSA BEACH, FL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in FL

#2,454

of 2,610 advisers by AUM

Average account

$517K

across 4 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$843K

Non-Discretionary AUM$1M

Discretionary %40.8%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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