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Palomar Advisors Inc.

EST. AUM
$101,258,620

CONTACTS

CLIENT ACCOUNTS
13

Firm Details

Metro area San Diego
CRD Number 285358
Website palomaradvisors.com
Client types

Overview

Palomar Advisors Inc. is a California-based registered investment advisory firm providing holistic wealth management and financial planning services to individuals and families. The firm focuses on helping clients build long-term financial strategies that align with their life goals, emphasizing clarity, risk management, and tax efficiency. It operates with a client-centric, fiduciary approach aimed at supporting wealth growth and legacy planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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