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Last updated: January 16th, 2020. Data source: SEC filings.
Palisades Hudson Asset Management, federally registered in 1998, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 8 advisors. Palisades Hudson Asset Management manages $1.3 billion and provides investment advisory services for 141 clients (1:18 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||8|
|Percentage of Advisors Trusted||88%|
|Average Client Balance||$9,203,714|
|Total AUM||$1.3 billion|
|Advisor / Client Ratio||1:18|
|Headquarters||Fort Lauderdale, FL|
|SEC Filings||Forms and Brochures (CRD # 109134)|
|State(s) Registered||CT, FL, GA, NJ, NY, OR, SC, TX, VT|