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Home > Retirement Planners > washington > spokane > PALOUSE CAPITAL MANAGEMENT, INC.
PALOUSE CAPITAL MANAGEMENT, INC.
1212 N Washington Street
Suite 300
Spokane, Washington 99201
Tel: (509)624-5591
About PALOUSE CAPITAL MANAGEMENT, INC.
PALOUSE CAPITAL MANAGEMENT, INC, formally registered with the SEC as PALOUSE CAPITAL MANAGEMENT, INC. The firm was established in 06/30/1994. They have over 3 offices throughout the country.
PALOUSE CAPITAL MANAGEMENT, INC. is a Spokane, Washington based Financial Planning firm with nearly $288,491,373 assets under management, offering retirement planning & investment advisory services to 866 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104573 |
| SEC# | 801-46893 |
| Assets Managed by Firm | $288,491,373 |
| No. of Clients | 866 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (INVESTMENT RECOMMENDATIONS TO MODEL PROGRAM SPONSORS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 866 | $288,491,373 |
| Individuals (other than high net worth individuals) | 830 | $221,166,739 |
| High net worth individuals | 29 | $59,181,182 |
| Corporations or other businesses | 7 | $8,143,452 |
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