PALM SPRINGS ADVISORY LLC

PALM SPRINGS ADVISORY LLC is an SEC-registered investment adviser (CRD 289398). Regulatory assets under management: $35.5M.

Registration

• CRD: 289398
• SEC file number: 801-112007
• Type: Registered investment adviser
• Phone: 2563677834
• Latest filing: 2026-08-04
• Regulatory AUM: $35.5M
• Discretionary AUM: $5.4M
• Non-discretionary AUM: $30.1M
• Clients: 2
• Accounts: 25

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289398 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search