Palisades Hudson Asset Management

Trust Score 98%
Trust Score info_outline

Last updated: August 6th, 2019. 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.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $9,203,714
Hybrid Advisor No
Disciplinary History No
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

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