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- Custodian
- Ascensus · Broadridge · Charles Schwab & Company · Fidelity/NFS · Reliance Trust Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vector radialVertex
- Established Date
- 09-03-2004
- Office Locations
- 3
Office Locations
About Palisade Investments, LLC
Palisade Investments, LLC is an independent, employee-owned RIA specializing in retirement solutions for corporate 401(k) plan sponsors and individual investors. The firm provides fiduciary retirement plan guidance, financial planning, and ongoing investment management, commonly implemented with diversified portfolios using ETFs and mutual funds. No proprietary products; revenue is advisory-fee based for transparent alignment.
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Owner & Executives
ROBIN DESOTA
Advisor, Chief Compliance Officer, Investment Adviser, Managing Member
- CRD
- #2779694
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
STEVEN MICHAEL BURKETT
--
- CRD
- #2397695
MICHAEL L LENTZ
--
- CRD
- #2180597
Wave matrix
Foundation atlas
- CRD
- #41317
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $325,644,350 | $300,410 |
| Non-Discretionary | $327,077,614 | $2,515,982 |
| Total | $652,721,964 | $537,662 |
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Separately Managed Accounts
Total SMA Asset: $652,721,964
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $650,774,801 | 15.1% |
| Equity - Exchange | $853,333,845 | 19.8% |
| Cash | $986,936,619 | 22.9% |
| Equity - OTC | $482,693,892 | 11.2% |
| Municipal Bonds | $448,215,757 | 10.4% |
| U.S. Government/Agency | $267,205,548 | 6.2% |
| Corporate - Investment Grade | $620,606,434 | 14.4% |
| Total | $4,309,766,896 | 100.0% |