Palisade Capital Management LLC

Palisade Capital Management LLC (CRD# 104581) is a financial advisory firm headquartered in Fort Lee, NJ. They manage $3,733,385,843 in 562 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,733
    MILLION
  • Total Number of Accounts
    562
    ACCOUNTS
  • Average Account Value
    $6,643,035
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Palisade Capital Management LLC
Showing 1 - 10 of 21 top financial advisors.
1
Mitchell Leung
CRD#: 1900601
1 Bridge Plaza North, Suite 695, Fort Lee, NJ 07024
96
Wealthminder
score

Mitchell Leung (CRD# 1900601) is an Investment Advisor Representative working at Palisade Capital Management LLC in Fort Lee, NJ and has over 7 years of experience in the finance industry.

2
Bernard J. Picchi
CRD#: 730229
1 Bridge Plaza North, Suite 695, Fort Lee, NJ 07024
96
Wealthminder
score

Bernard Picchi (CRD# 730229) is an Investment Advisor Representative working at Palisade Capital Management LLC in Fort Lee, NJ and has over 13 years of experience in the finance industry.

3
Michael I. Feiler
CRD#: 1969985
1 Bridge Plaza North, Suite 695, Fort Lee, NJ 07024
93
Wealthminder
score

Michael Feiler (CRD# 1969985) is an Investment Advisor Representative working at Palisade Capital Management LLC in Fort Lee, NJ and has over 23 years of experience in the finance industry.

4
Paul K. Flather
CRD#: 1417690
1 Bridge Plaza North, Suite 695, Fort Lee, NJ 07024
93
Wealthminder
score

Paul Flather (CRD# 1417690) is an Investment Advisor Representative working at Palisade Capital Management LLC in Fort Lee, NJ and has over 31 years of experience in the finance industry.

5
Bradley R. Goldman
CRD#: 5263145
1 Bridge Plaza North, Suite 695, Fort Lee, NJ 07024
93
Wealthminder
score

Bradley Goldman (CRD# 5263145) is an Investment Advisor Representative working at Palisade Capital Management LLC in Fort Lee, NJ and has over 9 years of experience in the finance industry.

6
Kyle M. Kavanaugh
CRD#: 2336409
1 Bridge Plaza North, Suite 695, Fort Lee, NJ 07024
93
Wealthminder
score

Kyle Kavanaugh (CRD# 2336409) is an Investment Advisor Representative working at Palisade Capital Management LLC in Fort Lee, NJ and has over 21 years of experience in the finance industry.

7
Judith C. Keilp
CRD#: 1616022
One Bridge Plaza, Suite 695, Fort Lee, NJ 07024
93
Wealthminder
score

Judith Keilp (CRD# 1616022) is an Investment Advisor Representative working at Palisade Capital Management LLC in Fort Lee, NJ and has over 30 years of experience in the finance industry.

8
Wailam W. Lee
CRD#: 2490765
1 Bridge Plaza North, Suite 695, Fort Lee, NJ 07024
93
Wealthminder
score

Wailam Lee (CRD# 2490765) is an Investment Advisor Representative working at Palisade Capital Management LLC in Fort Lee, NJ and has over 22 years of experience in the finance industry.

9
Eva C. Madha
CRD#: 3276453
1 Bridge Plaza North, Suite 695, Fort Lee, NJ 07024
93
Wealthminder
score

Eva Madha (CRD# 3276453) is an Investment Advisor Representative working at Palisade Capital Management LLC in Fort Lee, NJ and has over 18 years of experience in the finance industry.

10
James M. Marrone
CRD#: 2957547
1 Bridge Plaza North, Suite 695, Fort Lee, NJ 07024
93
Wealthminder
score

James Marrone (CRD# 2957547) is an Investment Advisor Representative working at Palisade Capital Management LLC in Fort Lee, NJ and has over 19 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.