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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-11-2005
- Office Locations
- 1
Office Locations
About Palisade Asset Management, LLC
Palisade Asset Management is a Minneapolis-based RIA partnering with multi-generational families, individuals, business owners, and executives. The firm provides customized investment management targeting income and long-term growth, supported by family-office services that help simplify complex financial decisions (including planning, tax/estate coordination, and charitable giving). Portfolios are ETF-centric, with custody via Charles Schwab and integrations with Envestnet/Tamarac.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
PAUL JAMES KRONLOKKEN
PRINCIPAL
- CRD
- #1888169
- Ownership
- 50% but less than 75%
ROBERT PAUL LAWSON
PRINCIPAL
- CRD
- #4090584
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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JOSIAH BENJAMIN LARSON
Client Relationship Manager
- CRD
- #6290672
Ryan Woitalla
Portfolio Manager
- CRD
- #6939086
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,215,912,543 | $1,457,929 |
| Non-Discretionary | $52,938,663 | $10,587,733 |
| Total | $1,268,851,206 | $1,512,338 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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