SOURCE ADVISORS, INC.
Legal name: PALISADE INVESTMENT ADVISORS, INC.
CRD #110322 SEC #801-37525 MINNEAPOLIS, MN 612-455-2900
SEC Registered
Total AUM
$27.4M
Discretionary
$19.3M
Employees
5
Clients
10
Accounts
16
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KENWORTHY, PAUL, RICHARD | I | CHAIRMAN | E | Control |
| KENWORTHY, PAUL, RICHARD | I | PRESIDENT | D | Control |
| KENWORTHY, PAUL, RICHARD | I | PRESIDENT | D | Control |
| KING, JAMES, COBLEY | I | CHAIRMAN | D | Control |
| KING, JAMES, COBLEY | I | CHAIRMAN | D | Control |
Registrations
Federal
IA
Apr 29, 2002 REGISTERED
Address
225 SOUTH SIXTH STSTE 4110
MINNEAPOLIS, MN 55402
USA
Phone: 612-455-2900