David
Walters

Palisades Hudson Asset Management, L.P

CRD#5680186
Investment Advisor
in Portland, OR

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About this Advisor

David Walters is a certified financial planner in Portland, Oregon. Currently a registered financial advisor at Palisades Hudson Asset Management, L.P, they have accrued 18 years of professional experience in the financial advisory industry. Walters is registered to work with customers in Oregon. Walters has worked their entire career at Palisades Hudson Asset Management, L.P. Palisades Hudson Asset Management, L.P is headquartered in Portland, Oregon, and operates out of five other brick-and-mortar locations across the United States. As a company, Palisades Hudson Asset Management, L.P oversees $1 billion in assets across 159 accounts and employs 16 staff members. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 137 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 60% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Palisades Hudson Asset Management, L.P offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

One World Trade Center 121 Sw Salmon Street, 11Th Floor, Pmb #1211
Portland, OR 97204

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Palisades Hudson Asset Management, L.P Brokerage Details

Total Assets Under Management

$1,288,639,690

OR Average: $1,855,561,029
Total Number of Employees

16

OR Average: 62
Total Number of Accounts

159

OR Average: 2,474
Average Account Size

$8,104,652

OR Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

David Walters Work History

David has 18 years of experience.

2002 - Present (19 years)

Palisades Hudson Asset Management, L.P

Disclosures

David Walters has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Palisades Hudson Asset Management, L.P

Melinda Kibler
Fort Lauderdale, FL
Anthony Criscuolo
Fort Lauderdale, FL
Benjamin Sullivan
Austin, TX
Eric Meermann
Stamford, CT
Paul Jacobs
Atlanta, GA
David Walters
Portland, OR
Shomari Hearn
Fort Lauderdale, FL
Larry Elkin
Fort Lauderdale, FL

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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