PALM VIEW INVESTMENTS

PALM VIEW INVESTMENTS of SANTA ROSA BEACH, FL is an SEC-registered investment adviser (CRD 328848). Regulatory assets under management: $2.1M.

Registration

• CRD: 328848
• Type: Registered investment adviser
• Location: 327 S. CO HWY 393, SANTA ROSA BEACH, FL, 32459
• Phone: 850-655-2505
• Latest filing: 2026-03-24
• Regulatory AUM: $2.1M
• Discretionary AUM: $843K
• Non-discretionary AUM: $1.2M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328848 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search