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THE PALISADES GROUP, LLC
6001 Bold Ruler Way
Suite 110
Austin, Texas 78746
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 3 offices throughout the country.
THE PALISADES GROUP, LLC is a Austin, Texas based Financial Planning firm with nearly $8,421,157,061 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 165609 |
| SEC# | 801-77293 |
| Assets Managed by Firm | $8,421,157,061 |
| No. of Clients | 12 |
| No. of Advisors | 31 |
Fee Structure
- A Percentage of AUM
- Performance Based
- Other(NEGOTIATED FEES)
Advisory Services Provided
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $8,421,157,061 |
| Other investment advisers | Fewer than 5 clients | $7,344,497,427 |
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