# PALM VIEW INVESTMENTS

PALM VIEW INVESTMENTS of SANTA ROSA BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 328848
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328848/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328848/similar
- Related entities: https://search.stillhousedata.com/firm/328848/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328848

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.