PALISADE FINANCIAL

PALISADE FINANCIAL is an SEC-registered investment adviser (CRD 158695). Regulatory assets under management: $80.0M.

Registration

• CRD: 158695
• Type: Registered investment adviser
• Phone: 415-203-6339
• Latest filing: 2026-05-18
• Regulatory AUM: $80.0M
• Discretionary AUM: $80.0M
• Clients: 1
• Accounts: 122

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158695 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search