Palisade Investments, LLC

Overview

Palisade Investments, LLC is an SEC registered investment adviser based in Zephyr Cove, NV, registered since 2014. It reports $653M in assets under management across 1,214 accounts, with 8 employees. It has 7 investment adviser representatives.

Reported AUM

$653M

Discretionary

50%

Accounts

1,214

Average account

$538K

Employees

8

Advisory reps

7

Registered since

2014

Jurisdictions

11

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Robin Desota Managing Member, Chief Compliance Officer CRD 2779694

Advisory reps 3 of 7

• Steven Michael Burkett Investment Adviser Rep CRD 2397695
• Robin Desota Investment Adviser Rep CRD 2779694
• Michael L Lentz Investment Adviser Rep CRD 2180597

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

625 Highway 50 Ste 301
Zephyr Cove, NV 89448

County

Douglas

Metro area

Gardnerville Ranchos, NV

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: palisadeinvestments.com

Every state, with registration dates

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