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THE PALISADES GROUP, LLC

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

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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 StatusApproved
Firm CRD#165609
SEC#801-77293
Assets Managed by Firm$15,808,117,954
No. of Clients12
No. of Advisors38

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 ClientsAUM
Firm Total12$15,808,117,954
Other investment advisersFewer than 5 clients$14,563,635,977

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