THE PALISADES GROUP, LLC

401 S. 1st Street
Suite 850
Austin, Texas 78704
Tel: 512-361-2148

About THE PALISADES GROUP, LLC

THE PALISADES GROUP, LLC, formally registered with the SEC as THE PALISADES GROUP, LLC. The firm was established in 12/18/2012. They have over 2 offices throughout the country.

THE PALISADES GROUP, LLC is a Austin, Texas based Financial Planning firm with nearly $15,808,117,954 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165609
SEC#	801-77293
Assets Managed by Firm	$15,808,117,954
No. of Clients	12
No. of Advisors	38

Fee Structure

A percentage of AUM
Performance Based
Other (NEGOTIATED FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$15,808,117,954
Other investment advisers	Fewer than 5 clients	$14,563,635,977

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