PALISADE INVESTMENTS, LLC

ZEPHYR COVE, Nevada·1 registered advisor·CRD# 124776
SEC# 801-800013775-299-4600
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 PlanningInvestment ManagementWealth Management
04

Advisors at PALISADE INVESTMENTS, LLC

1 registered advisor
Robin Desota
ZEPHYR COVE, Nevada
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.