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They include 96 high-net-worth individuals, 42 individual clients, and 10 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Palisades Hudson Asset Management offer?","answer":"Palisades Hudson Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Palisades Hudson Asset Management use?","answer":"Palisades Hudson Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $644M, Goldman Sachs & Co. LLC (New York, NY), with $429M and National Financial Services LLC (Boston, MA), with $340M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Palisades Hudson Asset Management have?","answer":"Palisades Hudson Asset Management has 7 investment adviser representatives registered with state securities authorities, out of 14 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Palisades Hudson Asset Management invest in?","answer":"At the end of its last fiscal year, Palisades Hudson Asset Management’s separately managed accounts held 45% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 9% state and local bonds, 7% pooled vehicles (private funds and similar), 5% cash and equivalents, 2% U.S. government and agency bonds and 1% other. The 1% other category is described as: Other Consists of Life Insurance Investments and Loans Issued by Clients That Are Managed As Part of the Clients' Fixed-Income Allocations, As Well As Real Estate Investment Properties. It advises 3 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Palisades Hudson Asset Management?","answer":"Palisades Hudson Asset Management is owned through a trust by Larry Elkin. Its direct owner is Larry M. Elkin Living Trust (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Palisades Hudson Asset Management get paid?","answer":"Palisades Hudson Asset Management is paid through a percentage of assets under management and fixed fees. 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