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ATWOOD & PALMER, INC.
4520 Madison Avenue
Suite 200
Kansas City, Missouri 64111-3541
Tel: 816-931-2266
About ATWOOD & PALMER, INC.
ATWOOD & PALMER, INC, formally registered with the SEC as ATWOOD & PALMER, INC. The firm was established in 05/29/1990. They have over 1 offices throughout the country.
ATWOOD & PALMER, INC. is a Kansas City, Missouri based Financial Planning firm with nearly $1,245,986,269 assets under management, offering retirement planning & investment advisory services to 458 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 104995 |
| SEC# | 801-36665 |
| Assets Managed by Firm | $1,245,986,269 |
| No. of Clients | 458 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 458 | $1,245,986,269 |
| Individuals (other than high net worth individuals) | 124 | $29,718,617 |
| High net worth individuals | 322 | $1,169,909,665 |
| Charitable organizations | 7 | $34,430,995 |
| Corporations or other businesses | 5 | $11,926,992 |
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