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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 $251,517,095 assets under management, offering retirement planning & investment advisory services to 301 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112983 |
| SEC# | 801-101490 |
| Assets Managed by Firm | $251,517,095 |
| No. of Clients | 301 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 301 | $251,517,095 |
| Individuals (other than high net worth individuals) | 73 | $30,245,233 |
| High net worth individuals | 83 | $221,271,862 |
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