PALISADE ASSET MANAGEMENT, LLC

100 South Fifth Street
Suite 420
Minneapolis, Minnesota 55402
Tel: 612-455-2900

About PALISADE ASSET MANAGEMENT, LLC

PALISADE ASSET MANAGEMENT, LLC, formally registered with the SEC as PALISADE ASSET MANAGEMENT, LLC. The firm was established in 07/11/2005. They have over 1 offices throughout the country.

PALISADE ASSET MANAGEMENT, LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $1,203,735,282 assets under management, offering retirement planning & investment advisory services to 801 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136089
SEC#	801-64471
Assets Managed by Firm	$1,203,735,282
No. of Clients	801
No. of Advisors	10

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 businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	801	$1,203,735,282
High net worth individuals	96	$1,107,001,086
Pension and profit sharing plans	Fewer than 5 clients	$8,847,924
Charitable organizations	7	$56,895,724
Corporations or other businesses	Fewer than 5 clients	$19,430,934

More Retirement Planning firms in Minneapolis, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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