Palisades Hudson Asset Management, L.P.
Fort Lauderdale, Florida
5.0
1 Review
Palisades Hudson Asset Management, L.P., based out of Fort Lauderdale, FL, is a reputable investment advisory firm with a strong focus on providing personalized financial services to its clients. With a team of 18 dedicated professionals, Palisades Hudson offers comprehensive investment advisory services tailored to meet the unique needs of each client. The firm manages a significant portfolio, with over $1,376,025,000 in assets under management for more than 50 individual clients. With an average of approximately $94,640,000 in assets per investment advisor, Palisades Hudson's advisors possess the expertise and experience necess...
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Assets Under Mgmt

$1.38B

Investment Professionals

18

Locations

5

% 401K & Individual

3%

% Discretionary

47%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
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