PALISADE INVESTMENTS, LLC

625 Highway 50
Suite 301
Zephyr Cove, Nevada 89448-3049
Tel: 775-299-4600

About PALISADE INVESTMENTS, LLC

PALISADE INVESTMENTS, LLC, formally registered with the SEC as PALISADE INVESTMENTS, LLC. The firm was established in 07/14/2014. They have over 4 offices throughout the country.

PALISADE INVESTMENTS, LLC is a Zephyr Cove, Nevada based Financial Planning firm with nearly $464,596,426 assets under management, offering retirement planning & investment advisory services to 1144 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124776
SEC#	801-80001
Assets Managed by Firm	$464,596,426
No. of Clients	1144
No. of Advisors	7

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
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1144	$464,596,426
Individuals (other than high net worth individuals)	460	$103,806,395
High net worth individuals	62	$105,862,855
Pension and profit sharing plans	103	$253,524,238
Corporations or other businesses	2	$1,402,938

More Retirement Planning firms in Zephyr Cove, Nevada:

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KEYSTATE ADVISORY, LLC 3883 Howard Hughes Pkwy, Suite 500 Las Vegas, NV, 89169	$17,032,495,600	83	8
GUIDED CHOICE ASSET MANAGEMENT, INC. 200 S Virginia Street, Suite 310 Reno, NV, 89501	$6,645,705,545	99569	28
THE AMERIFLEX GROUP 8475 W. Sunset Road Suite 101 Las Vegas, NV, 89113	$6,522,387,220	16327	149
THE WEALTH CONSULTING GROUP 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148	$5,194,180,776	21408	264
SIMPLIFY ASSET MANAGEMENT INC. 10845 Griffith Peak Drive 2/F Las Vegas, NV, 89135	$4,662,466,719	28	45

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