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 $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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 155697 |
SEC# | 801-72047 |
Assets Managed by Firm | $20,767,599,397 |
No. of Clients | 148 |
No. of Advisors | 48 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 148 | $20,767,599,397 |
High net worth individuals | 24 | $757,208,743 |
Pension and profit sharing plans | Fewer than 5 clients | $175,775,732 |
Charitable organizations | 9 | $208,677,035 |
Corporations or other businesses | 7 | $541,104,238 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
$16,687,174,483 | 21894 | 329 |
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