Overview
Assets Under Management: $465 million
Headquarters: ZEPHYR COVE, NV
High-Net-Worth Clients: 144
Average Client Assets: $1 million
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: 1,144
Discretionary Accounts: 645
Non-Discretionary Accounts: 499
Regulatory Filings
CRD Number: 124776
Last Filing Date: 2024-03-29 00:00:00
Website: https://palisadeinvestments.com