RIA Intel›Advisers›California›PALO SECO, LLC

PALO SECO, LLC

Advisory

CA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in CA

#4,506

of 5,480 advisers by AUM

Average account

$133K

across 99 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

44 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

FUNDAMENTAL INVESTMENT ADVISORS, LLC

SAN FRANCISCO, CA

$13M

ATLAS WEALTH MANAGEMENT GROUP, LLC

LAGUNA HILLS, CA

$13M

THE FOUNDATION WEALTH MANAGEMENT, LLC

$13M

ARTIS CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA

$13M

FAUST CAPITAL MANAGEMENT, LLC

$13M

JACUMEN ASSET MANAGEMENT CORP.

$13M

Get the full picture on PALO SECO, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PALO SECO, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans