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PALISADE INVESTMENTS, LLC
ZEPHYR COVE, NV
775-299-4600
SEC #801-80001Total AUM
$652.7M
Employees
8Clients
668Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
625 HIGHWAY 50
SUITE 301
ZEPHYR COVE
NV 89448-3049
United States
SUITE 301
ZEPHYR COVE
NV 89448-3049
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
775-299-4600
Other Offices
4
Financials
Total AUM
$652.7M
Accounts
1,214Discretionary
$325.6M
Accounts
1,084Non-Discretionary
$327.1M
Accounts
130
Clients
Individual Clients
442AUM
$99.7M
HNW Individual Clients
136AUM
$227.8M
Pension/Profit Sharing Plan Clients
80AUM
$320.7M
Charitable Organization Clients
5AUM
$1.6M
Corporation or Business Clients
5AUM
$3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOHIIDMINVORTXVAWA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.