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Palisades Hudson Asset Management, L.P.

Palisades Hudson Asset Management, L.P.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on July 25, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 158
      Accounts
    • $8.2M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

8

name start date
Shomari Deshawn Hearn
November 2005
Larry Michael Elkin
November 2005
Melinda Catherine Kibler
December 2014
Anthony Dominic Criscuolo
January 2012
Benjamin Casey Sullivan
March 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Palisades Hudson Financial Group LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Larry Michael Elkin President Of General Partner November, 1997 75% or more
      Shomari Deshawn Hearn Managing Vice President/Chief Compliance Officer January, 2012 less than 5%
      Paul Benjamin Jacobs Vice President/Chief Investment Officer July, 2012 less than 5%
      Eric Meermann Vice President January, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees