Palisades Management LLC

Palisades Management LLC (CRD# 144545) is a financial advisory firm headquartered in , . They manage $4,100,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $292,857
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
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.

CA

Financial Advisors at Palisades Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shelly J. Meyers
CRD#: 2717019
Pacific Palisades, CA
87
Wealthminder
score

Shelly Meyers (CRD# 2717019) is an Investment Advisor Representative working at Palisades Management LLC in Pacific Palisades, CA and has 1 year of experience in the finance industry.

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