1900 Shawnee Mission Parkway
Suite 315
Mission Woods, Kansas 66205
Tel: 816-994-3200
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 $22,544,205,893 assets under management, offering retirement planning & investment advisory services to 149 clients. The firm is staffed with 56 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 155697 |
SEC# | 801-72047 |
Assets Managed by Firm | $22,544,205,893 |
No. of Clients | 149 |
No. of Advisors | 56 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 149 | $22,544,205,893 |
High net worth individuals | 29 | $868,244,417 |
Pension and profit sharing plans | Fewer than 5 clients | $188,310,570 |
Charitable organizations | 10 | $331,081,023 |
Corporations or other businesses | 8 | $612,093,308 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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