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| Happy Holidays!! thanks for using AUM13F!! |
| Palisade Investments LLC
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| CRD # | 124776 |
| SEC # | 801-80001 |
| CIK # | |
| AUM | $513.0 M (2025-03-31) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 775-299-4600 |
| Address | 625 Highway 50 Zephyr Cove, NV 89448-3049 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 305 | 68.8 |
| (b) Individuals (high net worth individuals) | 144 | 174.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 85 | 269.8 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,085 | 513.0 |
| By Discretionary | ||
| Discretionary | 857 | 231.5 |
| Non-Discretionary | 228 | 281.5 |
| Total | 1,085 | 513.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 513.0 | |
| Total | 1,085 | 513.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Richards Merrill & Peterson Inc
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|
WA | 0.5 |
|
Long Run Wealth Advisors LLC
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|
NY | 0.5 |
|
Modus Advisors LLC
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MN | 0.5 |
|
The Legacy Financial Group Inc
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OK | 0.5 |
|
Fairvoy Private Wealth LLC
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|
AL | 0.5 |
|
Brophy Wealth Management LLC
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|
NH | 0.5 |
|
Tannin Capital LLC
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|
NC | 0.5 |
|
Integrity Advisory Solutions LLC
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|
TX | 0.5 |
|
Diversified Financial Advisors LLC
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|
MO | 0.5 |
|
Greater Midwest Financial Group LLC
✚
|
MN | 0.5 |