Palisade Asset Management, LLC

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.2B

96% of AUM

Avg account

$1.5M

Accounts

839

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 136089
Registered since: July 11, 2005
Website: palisadeam.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI93.84%
Charitable Organizations3.92%
Corporations / Businesses1.76%
Banking / Thrift Institutions0.35%
Pension & Profit Sharing Plans0.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Palisade Asset Management, LLC is an independent, owner-operated registered investment adviser structured as an LLC. The firm has been SEC-registered since 2005 and serves both high-net-worth individuals and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. Palisade bills primarily as a percentage of assets under management with the option of fixed fees and functions as a capital allocator, placing client capital with external managers where appropriate. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.