Overview
Assets Under Management: $327 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 164
Average Client Assets: $957,391
Frequently Asked Questions
PALOUSE CAPITAL MANAGEMENT, INC. 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 #104573), PALOUSE CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PALOUSE CAPITAL MANAGEMENT, INC. is headquartered in SPOKANE, WA.
PALOUSE CAPITAL MANAGEMENT, INC. serves 164 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, PALOUSE CAPITAL MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PALOUSE CAPITAL MANAGEMENT, INC. manages $327 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, PALOUSE CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.08
Average High-Net-Worth Client Assets: $957,391
Total Client Accounts: 892
Discretionary Accounts: 335
Non-Discretionary Accounts: 557
Regulatory Filings
CRD Number: 104573
Filing ID: 1974562
Last Filing Date: 2025-03-31 20:34:00
Website: https://focuspointsolutions.com