David
Walters
Palisades Hudson Asset Management, L.P
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About this Advisor
David Walters is a certified financial planner working out of Portland, Oregon who has 11 years of relevant experience. Walters is an employee of Palisades Hudson Asset Management, L.P. They have been an employee of Palisades Hudson Asset Management, L.p for the entirety of their career. Walters can advise clients in Oregon. Palisades Hudson Asset Management, L.P is a registered investment company based out of Fort Lauderdale, FL. It has offices in five locations and a total of 18 financial advisors. It manages $1 billion in assets under management between its 170 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 170 customer accounts, 56% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Palisades Hudson Asset Management, L.P offers a number of services, such as 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. Fees for financial advisory services usually vary depending on the financial services provided. However, fees charged by Palisades Hudson Asset Management, L.P most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Palisades Hudson Asset Management, L.P Brokerage Details
$1,376,025,123
18
170
$8,094,265
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 been registered as a financial advisor for 11 years.*
Palisades Hudson Asset Management, L.P
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Walters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Palisades Hudson Asset Management, L.P
Fort Lauderdale, FL
Austin, TX
Atlanta, GA
Atlanta, GA
Stamford, CT
Portland, OR
Atlanta, GA
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
