Palomar Advisors INC.
Assets Under Management
$76.0M
Number of Clients
67
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$38.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
This brochure provides supplemental information about Spencer Carlson, an Investment Advisor Representative at Palomar Advisors Inc. It includes his educational background, business experience, and information about supervision.
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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Location
CA, United States