Palisade Asset Management, LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 136089
- Registered since
- July 11, 2005
- Website
- palisadeam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.84%
- Charitable Organizations3.92%
- Corporations / Businesses1.76%
- Banking / Thrift Institutions0.35%
- Pension & Profit Sharing Plans0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Palisade Asset Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2005. The firm serves both individual and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Palisade identifies itself as a capital allocator, combining direct portfolio management with allocations to third‑party alternative managers. Its fee arrangements include percentage-of-AUM and fixed-fee structures. Palisade was named to FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents10%
- State & Local Bonds2%
- Other1%
Owners & executives
1 of 1
Jennifer Mccord
Chief Compliance OfficerCRD 6293518
Contacts
3 of 5
Ryan Woitalla
Portfolio ManagerCRD 6939086
Paul Kronlokken
Principal & Portfolio ManagerCRD 1888169
Shawn Eells
Principal & Portfolio ManagerCRD 4398391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$110M in ETFs
98%
$108M
1%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $28.6M | 38,343 | 25.97% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 100 S 5th St
- Time zone
- CT (UTC-6)
- Office locations
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