Atwood & Palmer, Inc. is a large advisory firm based in Kansas City. It manages $784.74 million of regulatory assets for 365 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Colorado, Florida, and 4 other states.
Atwood & Palmer provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Atwood & Palmer, Inc. is $784.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 110% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Atwood & Palmer, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Steven Nelson Palmer is high net worth individuals with 216 clients and $699.98 million of assets under management. Among the 7 most similar advisory firms, Atwood & Palmer has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $784.74 million for 365 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Atwood & Palmer doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Steven Nelson Palmer has been acting as President since 1 Mar 1990. Teresa L. Burch joined the executive team most recently as the Chief Compliance Officer.
The principal office where Atwood & Palmer, Inc. performs its advisory services is located at 4520 Madison Avenue, Kansas City, MO 64111 3541, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 816-931-2266 or by fax 816-931-0864. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at atwoodpalmer.com.