Palisades Hudson Asset Management, L.P.

Who works here

• BS
  Benjamin Casey Sullivan
• BA
  Brianna Taylor Aviles
• DW
  David Patrick Walters
• EM
  Eric Anthony Meermann
• LE
  Larry Michael Elkin
• MK
  Melinda Catherine Kibler
• PJ
  Paul Benjamin Jacobs
• TW
  Thomas E Walsh

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Palisades Hudson Asset Management, L.P.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

109134