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PALISADE INVESTMENTS, LLC
PALISADE INVESTMENTS, LLC
ZEPHYR COVE, Nevada
·
1 registered advisor
·
CRD# 124776
SEC# 801-80001
3
775-299-4600
01
Firm Overview
AUM
$465M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PALISADE INVESTMENTS, LLC
1 registered advisor
Robin Desota
ZEPHYR COVE, Nevada
CRD# 2779694
05
Office Locations
ZEPHYR COVE, Nevada
1 advisor
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Data sourced from SEC Form ADV filings. PALISADE INVESTMENTS, LLC (CRD# 124776) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.