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Building 2PALLADIUM REGISTERED INVESTMENT ADVISORS

Map pinNORFOLK, VA
Phone757-305-1500
NotebookSEC #801-68408
Total AUM
$3.4B
Employees
31
Clients
1,186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 WATERSIDE DRIVE
SUITE 1000
NORFOLK
VA 23510-3320
United States
Operating Hours
8:30 A.M - 4:30 P.M.
Monday - Friday
Phone
757-305-1500

ReceiptFinancials

Total AUM
$3.4B
Accounts
2,579
Discretionary
$3.3B
Accounts
2,571
Non-Discretionary
$91.7M
Accounts
8

ContactClients

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Individual Clients
477
AUM
$218.2M
HNW Individual Clients
622
AUM
$2.8B
Pension/Profit Sharing Plan Clients
40
AUM
$138M
Charitable Organization Clients
32
AUM
$102.3M
Corporation or Business Clients
15
AUM
$98.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLGAINLAMAMDMENCNHNJNYOHPASCTNTXVAWAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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