SOURCE: Palisades Hudson

Palisades Hudson

December 10, 2014 10:47 ET

Palisades Hudson Named a Top 100 Registered Investment Advisor by REP.

Scarsdale/Fort Lauderdale Firm Passes $1.25 Billion in Assets Under Management

SCARSDALE, NEW YORK--(Marketwired - Dec 10, 2014) - Palisades Hudson Asset Management was named America's 91st largest independent registered investment advisor (RIA) by REP., a leading magazine for financial professionals. The firm manages $1.25 billion of client assets.

Palisades Hudson Asset Management is the investment affiliate of Palisades Hudson Financial Group, a fee-only financial advisor based in Scarsdale, N.Y., and Fort Lauderdale, Fla. Client assets are managed under the overall direction of Paul Jacobs, CFP®, chief investment officer. The firm uses an asset allocation strategy that blends passive and active management.

A registered investment advisor (RIA) is a financial advisor registered with the Securities and Exchange Commission or state securities authorities. To qualify for the list, RIAs had to have at least 10 percent high-net-worth clients and at least 10 percent non-high-net-worth clients for whom they do financial planning, according to REP.

In July 2014, Palisades Hudson Asset Management was named to The 2014 Financial Times 300 Top Registered Investment Advisers list. 

With branch offices in Atlanta and Portland, Ore., Palisades Hudson (www.palisadeshudson.com) offers investment management, estate planning, insurance consulting, retirement planning, cross-border planning, business valuation and appraisal, family-office and business management, tax preparation, and executive financial planning. Read the firm's daily column on personal finance, economics and other topics at http://palisadeshudson.com/current-commentary. Twitter: @palisadeshudson. #financialadvisors

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