Palisade Investments, LLC

RIASEC RegisteredEst. 2014

Total AUM

$653M

Discretionary

$326M

50% of AUM

Avg account

$538K

Accounts

1,214

Employees

Advisory reps

Firm details

Headquarters: Zephyr Cove, Nevada
CRD number: 124776
Registered since: July 14, 2014
Website: palisadeinvestments.com
Custodians: CHARLES SCHWAB & CO., INC., RELIANCE TRUST COMPANY, ASCENSUS, INC., FIDELITY DISTRIBUTORS COMPANY LLC, BROADRIDGE MATRIX TRUST CO, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans49.13%
HNWI34.9%
Individuals15.28%
Corporations / Businesses0.45%
Charitable Organizations0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Palisade Investments, LLC is an independent, SEC-registered registered investment adviser formed in 2014 and organized as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional relationships and offers fee arrangements that include a percentage of assets under management and fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is not described as a multi-state adviser and does not appear structured as a related adviser.