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Palm Springs Advisory LLC

● SEC registered since 2017CRD 289398SEC# 801-112007
Export (members)
Reg. AUM
$2M
Employees
1
Accounts
10
Location

Palm Springs Advisory LLC assets under management

Palm Springs Advisory LLC operates as an SEC-registered investment adviser. The firm has been registered since 2017. It reports $2 million in regulatory assets under management and employs 1 people.

Palm Springs Advisory LLC owners & executives

1 reported
NameTitleOwnershipSince
Lei Zhang ControlCeo/Cfo/Coo/CcoOver 75%2019

Frequently asked questions

How much does Palm Springs Advisory LLC manage?

Palm Springs Advisory LLC reports $2 million in regulatory assets under management on its Form ADV.

How many employees does Palm Springs Advisory LLC have?

Palm Springs Advisory LLC reports 1 employees.

Does Palm Springs Advisory LLC disclose fund performance?

Palm Springs Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone2563677834
Office hours9:00a.m. - 5:00p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$1.9M
Non-discretionary$136K
Total (RAUM)$2M