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|
| Keyboard |
| Palomar Advisors Inc
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|
|---|---|
| CRD # | 285358 |
| SEC # | 801-136031 |
| CIK # | |
| AUM | 101.3 M (2026-04-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 760-417-5709 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 3.4 |
| (b) Individuals (high net worth individuals) | 13 | 42.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 52.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.5 |
| (n) Other | 1 | 0.0 |
| Total | 13 | 101.3 |
| By Discretionary | ||
| Discretionary | 13 | 101.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 101.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.3 | |
| Total | 13 | 101.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hanover Square Wealth Advisors LLC
✚
|
101.6 M | |
|
Integrative Planning Inc
✚
|
NC | 101.4 M |
|
Mendoza Private Wealth Inc
✚
|
FL | 101.4 M |
|
Integrated Benefits Incorporated
✚
|
101.3 M | |
|
Suttle Crossland Wealth Advisors LLC
✚
|
AZ | 101.1 M |
|
Beacon Associates Wealth Management LLC
✚
|
OH | 101.1 M |
|
Ensign Advisory Partners LLC
✚
|
AZ | 101.0 M |
|
Ascent Advisors LLC
✚
|
MN | 101.0 M |
|
CWM Advisory LLC
✚
|
MD | 101.0 M |
|
Cherokee & Walker Management LLC
✚
|
UT | 100.8 M |