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THE PALMER KNIGHT COMPANY
1022 Park Street
Suite 402
Jacksonville, Florida 32204
Tel: 904-358-9080
About THE PALMER KNIGHT COMPANY
THE PALMER KNIGHT COMPANY, formally registered with the SEC as THE PALMER KNIGHT COMPANY. The firm was established in 07/16/2015. They have over 1 offices throughout the country.
THE PALMER KNIGHT COMPANY is a Jacksonville, Florida based Financial Planning firm with nearly $212,310,583 assets under management, offering retirement planning & investment advisory services to 272 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 112983 |
| SEC# | 801-101490 |
| Assets Managed by Firm | $212,310,583 |
| No. of Clients | 272 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 272 | $212,310,583 |
| Individuals (other than high net worth individuals) | 66 | $28,205,840 |
| High net worth individuals | 79 | $184,104,743 |
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