Palisade Investments, LLC
Palisade Investments, LLC (CRD# 124776) is a financial advisory firm headquartered in Zephyr Cove, NV. They manage $464,596,426 in 1,144 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management465MILLION
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Total Number of Accounts1,144ACCOUNTS
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Average Account Value$406,116
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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CA, CO, HI, MI, NV, TX, WA
Steven Burkett (CRD# 2397695) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 22 years of experience in the finance industry.
Steve Burkett is a CERTIFIED FINANCIAL PLANNER professional working out of Bothell, WA. He works with individuals and families to help them achieve their financial goals. In addition, he helps small and medium sized buisness manage their 401(k) plans. Steve provides advice in a fiduciary capacity.
Robin Desota (CRD# 2779694) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 27 years of experience in the finance industry.
Scott Miller (CRD# 2773236) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 27 years of experience in the finance industry.
Karen Pride (CRD# 4042499) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 24 years of experience in the finance industry.
Lawrence Sidney (CRD# 7130701) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 4 years of experience in the finance industry.