PALLADIUM PARTNERS, LLC

PALLADIUM REGISTERED INVESTMENT ADVISORS
NORFOLK, Virginia·12 registered advisors·CRD# 145076
SEC# 801-684080757-305-1500
01

Firm Overview

AUM
$3.4B
Regulatory assets under management
Employees
31
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PALLADIUM PARTNERS, LLC

12 registered advisors
Dickinson Barksdale Phillips
NORFOLK, Virginia
Henry Upham Harris
NORFOLK, Virginia
James Johnston Izard
NORFOLK, Virginia
Jennifer Lynn Litchfield
NORFOLK, Virginia
John Comerford Benedict
NORFOLK, Virginia
Jonathan Lee Taylor
NORFOLK, Virginia
Justin Allen Topping
NORFOLK, Virginia
Katherine Clay Willis
NORFOLK, Virginia
Kristen Marie Potter
NORFOLK, Virginia
Michael Preston Disharoon
NORFOLK, Virginia
Rhonda Wadsworth Robinett
NORFOLK, Virginia
William Whidden Horner
NORFOLK, Virginia
05

Office Locations

NORFOLK, Virginia
12 advisors

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Data sourced from SEC Form ADV filings. PALLADIUM PARTNERS, LLC (CRD# 145076) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.