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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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