Palisade Financial
Palisade Financial (CRD# 158695) is a financial advisory firm headquartered in , . They manage $54,000,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Palisade Financial
By the Numbers
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Total Assets Under Management54MILLION
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Total Number of Accounts120ACCOUNTS
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Average Account Value$450,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Palisade Financial
1
David Carroll (CRD# 4077987) is an Investment Advisor Representative working at Palisade Financial in Orinda, CA and has over 23 years of experience in the finance industry.
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