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PALM VALLEY CAPITAL MANAGEMENT

JACKSONVILLE BEACH, FL · CRD 299896 · IAPD ↗ · palmvalleycapital.com · 904-747-2345

$281.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2024 — PALM VALLEY CAPITAL MANAGEMENT reported RAUM up 28% ($219.6M -> $281.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.