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 with Palomar Advisors Inc. It includes his educational background, business experience, and information about supervision.

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Location

CA, United States

2 Advisors at this firm