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 $1,439,869,002 assets under management, offering retirement planning & investment advisory services to 1176 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	$1,439,869,002
No. of Clients	1176
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1176	$1,439,869,002
Individuals (other than high net worth individuals)	135	$32,006,565
High net worth individuals	340	$1,350,031,951
Charitable organizations	8	$38,850,987
Corporations or other businesses	7	$18,979,499

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