Palmares Advisors, LLC at 33 Woodhill Dr, Redwood City, Ca 94061 lists Andrew Paul Kelm of Redwood City, CA as the associate.
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Andrew Paul Kelm
Individual Agent
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33 WOODHILL DR, REDWOOD CITY, CA 94061
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Andrew Paul Kelm
Manager
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33 WOODHILL DR, REDWOOD CITY, CA 94061
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33 WOODHILL DR, REDWOOD CITY, CA 94061
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePALMARES ADVISORS, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$619,942 / $1,067,590 | 2023 | PALMARES ADVISORS, LLC 401(K) PLAN & TRUST - Plan #001 | 6 / 6 | $619,942 / $1,067,590 |
| 2022 | Plan NamePALMARES ADVISORS, LLC DEFINED BENEFIT PLAN & TRUST Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,982,009 / $4,968,889 | 2022 | PALMARES ADVISORS, LLC DEFINED BENEFIT PLAN & TRUST - Plan #002 | 6 / 6 | $3,982,009 / $4,968,889 |
| 2022 | Plan NamePALMARES ADVISORS, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$758,431 / $619,942 | 2022 | PALMARES ADVISORS, LLC 401(K) PLAN & TRUST - Plan #001 | 6 / 6 | $758,431 / $619,942 |
| 2021 | Plan NamePALMARES ADVISORS LLC DEFINED BENEFIT PLAN & TRUST Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,712,513 / $3,982,009 | 2021 | PALMARES ADVISORS LLC DEFINED BENEFIT PLAN & TRUST - Plan #002 | 6 / 6 | $2,712,513 / $3,982,009 |
| 2021 | Plan NamePALMARES ADVISORS, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$464,079 / $758,431 | 2021 | PALMARES ADVISORS, LLC 401(K) PLAN & TRUST - Plan #001 | 6 / 6 | $464,079 / $758,431 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$156,878 Forgiven$97,771 LenderWells Fargo Bank, National Association Jobs6 | 05/01/2020 | $156,878 | $97,771 | Wells Fargo Bank, National Association | 6 |
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