Palm Beach Capital Corp 4120 Rogers Avenue Category: Accounting and Bookkeeping Services
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Company representatives
Phone: 479-785-4630
Email: moc.sc@dnehsnwotwj
John Townshend, Investment advise
About Palm Beach Capital Corp
Manage portfolios for small pension and profit sharing plans, coordinate tax planning with investment advise, subscription to macro investment news
Top down investment planning based on macro investment tools and reports prepared for clients maintaining qualified
retirement plans, coordinated with corporate and individual tax planning. Registered as an Investment Advisor with the SEC and member of the Investment Management Consultants Association. Portfolio design and performance measurement. Reasonable fee arrangement based on performance. Also provide plan administration for qualified retirment plans. In business since 1980.
Products and Services
- Investment planning
- Plan administration
- Retirement planning
Opening Hours
We respond 24/7
- Sunday9:00 AM to 12:00 PM
- Monday9:00 AM to 6:00 PM
- Tuesday9:00 AM to 6:00 PM
- Wednesday9:00 AM to 6:00 PM
- Thursday9:00 AM to 6:00 PM
- Friday9:00 AM to 6:00 PM
- Saturday9:00 AM to 12:00 PM
Location Type
Single Location
Revenue
$725,000 - $750,000
Employees
5 to 9
Years In Business
44
Brands
- TD Ameritrade Institutional
Additional information
Published in Mortgage Bankers Magazine
Rating
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