Palisade Capital Management, based in Fort Lee, New Jersey, is ranked No. 98 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $4.2 billion
Accounts Under Management: 2,412
Years in Business: 35
- Accepts clients in all 50 states
- Physical offices in New Jersey
- $1 million minimum asset threshold
Leadership and Contact Information:
Alison Berman, managing partner, president and chief executive officer
Dan Veru, senior partner and chief investment officer
Michael Feiler, partner, private wealth management
palisadecapital.com
1 Bridge Plaza, Suite 1095, Fort Lee, NJ 07024
(201) 585-7733
