Palm Capital Management - Crunchbase Company Profile & Funding

Overview

Palm Capital Management

Heat Score

Company Performance Metrics

Score

Trend

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Growth Trend - The change in the growth score over the given time period

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Heat Trend - The change in the heat score over the given time period

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About Palm Capital Management

CB Rank

1478981

Palm Capital Management provides wealth management, financial or retirement planning, estate, and risk management services.

Private

Calabasas, California, United States

1-10

www.palmcm.com

Financial Services

Retirement

Risk Management

Wealth Management

Key People

Jim Cannon: Founder & CEO

Details

Legal Name

Palm Capital Management

Operating Status

Active

Company Type

For Profit

Founders

Jim Cannon

About the Company

Palm Capital Management is a financial planning, retirement, and wealth management firm. They offer advisory services for investment accounts for individuals, families, and small businesses. Their services include financial planning, retirement, and wealth management.

Phone Number

+1 805 727 2700

Contact Email

info@palmcm.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

A service that creates a detailed financial blueprint using tools like cash flow analysis and Monte-Carlo simulations to monitor and guide financial success.

Retirement Planning

A service that develops customized retirement strategies and tests their viability using Monte-Carlo simulations, covering various retirement accounts and benefits.