Overview
Assets Under Management: $513 million
Headquarters: ZEPHYR COVE, NV
High-Net-Worth Clients: 144
Average Client Assets: $1 million
Frequently Asked Questions
PALISADE INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124776), PALISADE INVESTMENTS, LLC is subject to fiduciary duty under federal law.
PALISADE INVESTMENTS, LLC is headquartered in ZEPHYR COVE, NV.
PALISADE INVESTMENTS, LLC serves 144 high-net-worth clients according to their SEC filing dated December 17, 2025. View client details ↓
According to their SEC Form ADV, PALISADE INVESTMENTS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PALISADE INVESTMENTS, LLC manages $513 million in client assets according to their SEC filing dated December 17, 2025.
According to their SEC Form ADV, PALISADE INVESTMENTS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.94
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,085
Discretionary Accounts: 857
Non-Discretionary Accounts: 228
Regulatory Filings
CRD Number: 124776
Filing ID: 2034462
Last Filing Date: 2025-12-17 09:15:51
Website: 4