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PALISADE ASSET MANAGEMENT, LLC

MINNEAPOLIS, MN · CRD 136089 · IAPD ↗ · palisadeam.com · 612-455-2900

$1.27BRegulatory AUM
5Advisory reps
10Employees
0Clients
26-50Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — PALISADE ASSET MANAGEMENT, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — PALISADE ASSET MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.