CROSSPLAN MONEY MANAGEMENT of SEMINOLE, FL is an SEC-registered investment adviser (CRD 129489). Regulatory assets under management: $64.8M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| PALM PAUL GORDON | MEMBER | — |
| PALM JOHN RANDOLPH | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| PALM DAVID KENDALL | MEMBER | — |
| JOY MARY IDONA | MEMBER | — |