Palisades Research Systems

Palisades Research Systems (CRD# 137548) is a financial advisory firm headquartered in Pacific Palisades, CA. They manage $2,300,000 in 26 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $88,462
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Market timing services
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, FL, MI, NY, PA, TX

Financial Advisors at Palisades Research Systems
Showing 1 - 3 of 3 top financial advisors.
1
John Vitale
CRD#: 5043403
869 Via De La Paz, Pacific Palisades, CA 90272
93
Wealthminder
score

John Vitale (CRD# 5043403) is an Investment Advisor Representative working at Palisades Research Systems in Pacific Palisades, CA and has over 16 years of experience in the finance industry.

2
Jennifer M. Robbins
CRD#: 6095384
869 Via De La Paz, Pacific Palisades, CA 90272
90
Wealthminder
score

Jennifer Robbins (CRD# 6095384) is an Investment Advisor Representative working at Palisades Research Systems in Pacific Palisades, CA and has over 5 years of experience in the finance industry.

3
Melinda J. Vitale
CRD#: 5578442
869 Via De La Paz, Pacific Palisades, CA 90272
87
Wealthminder
score

Melinda Vitale (CRD# 5578442) is an Investment Advisor Representative working at Palisades Research Systems in Pacific Palisades, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.