Palisade Capital Management, based in Fort Lee, NJ, is ranked No. 69 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $4.2B (AccuPoint Solutions)

Years in Business: 33 (AccuPoint Solutions)

Accounts Under Management: 2,199 (AccuPoint Solutions)

Previous appearances on FA 100 List: 3 (No. 56 in 2022)

Principals:

Alison Berman, President, Chief Executive Officer, Co-Chairman & Board Member

Money Report

news 47 mins ago

Treasury yields little changed as investors hope for U.S.-China trade deal

news 1 hour ago

China pledges to ramp up targeted support for businesses as U.S. trade war hits

Dan Veru, Chief Investment Officer, Co-Chairman & Board Member

Contact:

palisadecapital.com

1 Bridge Plaza, Suite 1095, Fort Lee, NJ 07024

(201) 585-7733

Also on CNBC

• Top-ranked advisors respond to near-retiree concerns about inflation, longevity
• If you plan on tax-loss harvesting, here's the first number you should know
• FA 100: CNBC ranks the top-rated financial advisory firms of 2022

Subscribe to the CNBC YouTube Channel

Morning Squawk Newsletter