Wealth Manager
    SEC Registered
    Manages Private Funds

    Palisade Investments, LLC

    Registered investment advisor · Zephyr Cove, Nevada · CRD #124776

    Assets Under Management
    $653M
    Client Accounts
    1,214
    Employees
    8
    CRD Number
    124776
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co, Reliance Trust Company, Ascensus Trust Company, Fidelity Trust Company, Broadridge, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Palisade Investments, LLC

    Palisade Investments, LLC is a registered investment advisory firm specializing in retirement plans and wealth management for clients in the United States. They offer fiduciary services and provide 401k plans. For a free portfolio analysis, visit their website.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Palisade Investments, LLC

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    Frequently Asked Questions

    What is Palisade Investments, LLC's AUM?

    Palisade Investments, LLC reports approximately $653M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Palisade Investments, LLC headquartered?

    Palisade Investments, LLC is headquartered in Zephyr Cove, Nevada.

    What is Palisade Investments, LLC's CRD number?

    Palisade Investments, LLC's CRD number is 124776. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Palisade Investments, LLC manage?

    Palisade Investments, LLC manages approximately 1,214 client accounts according to its latest SEC filing.

    Is Palisade Investments, LLC SEC registered?

    Yes, Palisade Investments, LLC is registered with the SEC as an investment adviser with an approved registration status.

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