AM
CFP
AM
CFP

Alano David Massi

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

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Location

23622 Calabasas Road, Suite 102, Calabasas, CA, 91302

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alano is an independent life insurance agent with various insurance companies, operating under the DBA Palm Capital Management LLC, dedicating minimal time to this. Alano is also the manager of Palm Risk Management LLC and sells insurance products and education planning, spending a few hours per week on this activity.

Employment History
Current Registrations
Dynamic
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Steel Peak Wealth Management, LLC
March 2014 - January 2018 · 3 yrs 10 mos
State Registrations4 states
AZCAFLNV
Advisor
Exams
No exam information available for this advisor.
Alano David Massi - Financial Advisor | TrueAdvisor