RIA Intel›Advisers›New Jersey›PALMERTON FINANCIAL SERVICES, LLC

PALMERTON FINANCIAL SERVICES, LLC

Advisory

NJ

Data as of May 1, 2026 · Source: SEC Form ADV

Average account
$522K
across 17 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM
$9M
Discretionary %
100%
Clients
17
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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$9M
HAWKEYE INVESTMENT MANAGEMENT LLC
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KASPIAN WEALTH MANAGEMENT LLC
WOODCLIFF LAKE, NJ
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TRUVINE FINANCIAL, LLC
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