PALM INVESTMENT STRATEGIES, LLC
Legal name: CROSSPLAN MONEY MANAGEMENT
CRD #129489 SEC #801-69084 SEMINOLE, FL 727-398-7900
SEC Registered
Total AUM
$36M
Discretionary
$20M
Employees
6
Clients
0
Accounts
640
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $36M | $20M | $16M | 6 | 26 |
| Jun 2012 | $36M | $20M | $16M | 6 | 26 |
| Jun 2012 | $36M | $20M | $16M | 6 | 26 |
| Mar 2012 | $36M | $20M | $16M | 6 | 26 |
| Apr 2011 | $40.8M | $21.6M | $19.2M | 10 | -- |
| Mar 2009 | $25.9M | $19.9M | $6.1M | 10 | -- |
DateJun 2012
Total AUM$36M
Discretionary$20M
Non-Disc.$16M
Employees6
Clients26
DateJun 2012
Total AUM$36M
Discretionary$20M
Non-Disc.$16M
Employees6
Clients26
DateJun 2012
Total AUM$36M
Discretionary$20M
Non-Disc.$16M
Employees6
Clients26
DateMar 2012
Total AUM$36M
Discretionary$20M
Non-Disc.$16M
Employees6
Clients26
DateApr 2011
Total AUM$40.8M
Discretionary$21.6M
Non-Disc.$19.2M
Employees10
Clients--
DateMar 2009
Total AUM$25.9M
Discretionary$19.9M
Non-Disc.$6.1M
Employees10
Clients--