Palladium Partners

Company Profile

Palladium Partners is an investment advisor in Norfolk with $3.37 bn assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

260728851

SEC advisor number

801-68408

FINRA CRD number

145076

AUM ?

$2.79 bn (as of 12 Jan 22)

Accounts

2,419 (as of 12 Jan 22)

Employees

32 (13 investment advisory or research)

Address

Palladium Partners
999 WATERSIDE DRIVE SUITE 1000
NORFOLK
VA 23510

Office hours

Monday - Friday, 8:30 A.M - 5:00 P.M.

Phone

757 305 1500

Brochures

Owner	Title	From	%Ownership
Willis, Katherine, Clay	Director	01/2012	25-50%
Izard, James, Johnston	Director	01/2012	25-50%
Harris, Henry, Upham	Director	01/2012	10-25%
Renshaw, Nancy, Elizabeth	Chief Compliance Officer	04/2009	< 5%
Disharoon, Michael, Preston	Director	01/2018	5-10%
Potter, Kristen, Marie	Chief Operating Officer	01/2012	< 5%
Robinett, Rhonda, Wadsworth	Chief Administrative Officer	01/2012	< 5%
Horner, William, Whidden	Chief Financial Officer	12/2017	< 5%
Taylor, Jonathan, Lee	Director	01/2019	< 5%
Topping, Justin, Allen	Director	01/2021	< 5%