PALISADES HUDSON ASSET MANAGEMENT, L.P.

200 Sw First Avenue
Suite 800
Fort Lauderdale, Florida 33301
Tel: 954-524-5552

About PALISADES HUDSON ASSET MANAGEMENT, L.P.

PALISADES HUDSON ASSET MANAGEMENT, LP, formally registered with the SEC as PALISADES HUDSON ASSET MANAGEMENT, LP. The firm was established in 06/29/1998. They have over 6 offices throughout the country.

PALISADES HUDSON ASSET MANAGEMENT, L.P. is a Fort Lauderdale, Florida based Financial Planning firm with nearly $1,487,780,922 assets under management, offering retirement planning & investment advisory services to 176 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109134
SEC#	801-55677
Assets Managed by Firm	$1,487,780,922
No. of Clients	176
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	176	$1,487,780,922
Individuals (other than high net worth individuals)	59	$45,445,255
High net worth individuals	85	$962,796,100
Corporations or other businesses	11	$474,639,567

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GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
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