INVESTMENT ADVISORY SERVICES GROUP LLC
Doing business as PALM WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$179,338,120
Discretionary
$179,338,120
Non-discretionary
$0
Firm details
- CRD number
- 323361
- SEC file number
- 801-131285
- Main office
- BOCA RATON, FL, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://palmwealthpartners.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.