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Building 2ATWOOD & PALMER, INC.

Map pinKANSAS CITY, MO
Phone816-931-2266
NotebookSEC #801-36665
Total AUM
$2B
Employees
9
Clients
525

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4520 MADISON AVENUE
SUITE 200
KANSAS CITY
MO 64111-3541
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
816-931-2266

ReceiptFinancials

Total AUM
$2B
Accounts
1,362
Discretionary
$2B
Accounts
1,362
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
153
AUM
$35.7M
HNW Individual Clients
358
AUM
$1.9B
Charitable Organization Clients
8
AUM
$58M
Corporation or Business Clients
6
AUM
$30.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILKSLAMAMONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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