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 organized as an LLC and in business since 2014. The firm is owned by an individual and advises both individual/family and institutional clients. Its advisory services emphasize financial planning and portfolio management across individuals, small businesses, and institutional clients, plus pension consulting. Palisade charges a mix of percentage-of-AUM and fixed fees and operates as a direct advisory practice rather than as a capital allocator or multi-state adviser. The firm does not identify as an active ESG investor.