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Palisade Asset Management

EST. AUM
$1,268,851,206

CONTACTS
5

CLIENT ACCOUNTS
839

Firm Details

Metro area Minneapolis
CRD Number 136089
Website palisadeam.com
Client types

Overview

Palisade is an employee-owned, independent investment management firm founded in 2002 and based in Minnesota, serving clients across the United States. The firm provides investment and wealth management strategies tailored to families, individuals, business owners, and executives. Palisade also offers family office services, including tax and estate advisory, trustee services, and philanthropic planning. The firm has over 20 years of experience working with multi-generational client relationships.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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