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Building 2PALISADE WEALTH MANAGEMENT

Map pinDRAPER, UT
Phone650-387-3808
NotebookSEC #801-131649
Total AUM
$133.2M
Employees
3
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12231 S 900 E
DRAPER
UT 84020
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
650-387-3808
Other Offices
2

ReceiptFinancials

Total AUM
$133.2M
Accounts
141
Discretionary
$133.2M
Accounts
141
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
96
AUM
$27.5M
HNW Individual Clients
45
AUM
$105.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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