|
Palisades Hudson Financial Group LLC, was founded in 1993 by Larry M. Elkin. The fee-only financial and tax-planning firm also has an affiliated Registered Investment Adviser arm, Palisades Hudson Asset Management, L.P., which began in 1997. Palisades Hudson Asset Management had more than $1.1 billion in assets under management as of April 2013.〔''The Financial Times''. Retrieved 04/15/2013. http://investment-advisers.thefiscaltimes.com/l/31324/PALISADES-HUDSON-ASSET-MANAGEMENT-L-P〕 It offers services including personal financial planning, estate planning, tax planning and tax return preparation, and (through Palisades Hudson Asset Management, L.P.) investment management and asset allocation. As of 2013, Palisades Hudson has over 20 employees located in 4 cities. Its customers are based across the United States and in Brazil. == History == In 1992, Larry M. Elkin departed Arthur Andersen in order to found a one-man financial planning firm in Hastings-on-Hudson, N.Y.〔"A Family Affair," ''Mann on the Street''. March 2012 edition, page 34.〕 The firm, which opened in January 1993, came to be known as Palisades Hudson Financial Group LLC. 〔"How One Firm Scaled Up to $1.3 Billion," ''Financial Planning''. 11/03/2014. http://www.financial-planning.com/news/practice_management/how-one-firm-scaled-up-to-13-billion-2690943-1.html〕 It eventually expanded to four offices: the New York location, which moved from Hastings-on-Hudson to Scardsale; an office in Fort Lauderdale, FL; an office in Atlanta, GA; and a Portland, OR, Location.〔Kirkel, Janice. "Financial planner takes integrated approach," ''Westchester County Business Journal''. 09/06/2012. http://westfaironline.com/47849/financial-planner-takes-integrated-approach/〕 The firm has received notice for its estate planning work.〔Kearsley, Kelly. "Dividing Land Without Dividing a Family," ''The Wall Street Journal.'' 07/30/2013. http://online.wsj.com/article/SB10001424127887324809004578637732892307180.html〕 In 2006, the firm's chief investment officer and staff successfully opposed a significant mutual fund fee increase at DWS Funds.〔Morgenson, Gretchen. "A Shareholder Demands Respect, and Gets It," ''The New York Times.'' 06/04/2006. http://www.nytimes.com/2006/06/04/business/yourmoney/04gret.html?pagewanted=all 〕 抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』 ■ウィキペディアで「Palisades Hudson Financial Group」の詳細全文を読む スポンサード リンク
|