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PALMER SQUARE CAPITAL MANAGEMENT LLC

1900 Shawnee Mission Parkway
Suite 315
Mission Woods, Kansas 66205
Tel: 816-994-3200

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About PALMER SQUARE CAPITAL MANAGEMENT LLC

PALMER SQUARE CAPITAL MANAGEMENT LLC, formally registered with the SEC as PALMER SQUARE CAPITAL MANAGEMENT LLC. The firm was established in 01/03/2011. They have over 3 offices throughout the country.

PALMER SQUARE CAPITAL MANAGEMENT LLC is a Mission Woods, Kansas based Financial Planning firm with nearly $20,767,599,397 assets under management, offering retirement planning & investment advisory services to 148 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#155697
SEC#801-72047
Assets Managed by Firm$20,767,599,397
No. of Clients148
No. of Advisors48

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total148$20,767,599,397
High net worth individuals24$757,208,743
Pension and profit sharing plansFewer than 5 clients$175,775,732
Charitable organizations9$208,677,035
Corporations or other businesses7$541,104,238

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