PALOUSE CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- SPOKANE, Washington
- CRD number
- 104573
- Registered since
- June 30, 1994
- Website
- palousecap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals65.67%
- HNWI31.85%
- Corporations / Businesses2.48%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Palouse Capital Management, Inc. is a corporation that has been SEC-registered since 1994 and serves both individual/family and institutional clients. The firm provides discretionary and non-discretionary portfolio management for individuals, small businesses, and other business or institutional investors. Its advisory fees are charged as a percentage of assets under management and through fixed-fee arrangements. Palouse identifies as a single-state adviser, does not position itself as an ESG-focused manager, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds10%
- Other6%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Contacts
3 of 5JAMIE LOW
Investment Advisor RepresentativeCRD 5481400
JOHN KREHBIEL
FounderCRD 275298
CHRISTOPHER HICKS
PresidentCRD 3231318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$21.5M in ETFs
80%
$17.3M
20%
$4.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $4.2M | 160,589 | 19.54% |
Location
SPOKANE, WA
SPOKANE
Location
SPOKANE, WA
Headquartered in SPOKANE, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- SPOKANE
- Address
- 1212 N Washington St
- Time zone
- PT (UTC-8)
- Office locations
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