Joel Leonard Walker

Palomar Advisors INC.

2 Years of Experience

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Firm Information

Palomar Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

2 advisors

Number of Clients

67 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$76.0M

Fee Structure

This brochure provides supplemental information about Spencer Carlson. Please refer to Palomar Advisors Inc.'s ADV Part 2A brochure for fee information.

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Advisor Information

Office location

27636 Ynez Rd., Bldg. L7, Suite 227, Temecula, CA, 92591

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Joel is the owner and president of ROI Squared Inc., a business consulting firm, since June 2023. He spends about 10-20% of his time on this activity.