401 S. 1st Street
Suite 850
Austin, Texas 78704
Tel: 512-361-2148
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 12 | $15,808,117,954 |
Other investment advisers | Fewer than 5 clients | $14,563,635,977 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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