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Atwood & Palmer, Inc.

● SEC registered since 1990CRD 104995SEC# 801-36665Kansas City, MO
Export (members)
Reg. AUM
$1.72B
Employees
9
Accounts
1,257
Location
Kansas City, MO

Atwood & Palmer, Inc. assets under management

Atwood & Palmer, Inc. is a registered investment adviser overseen by the SEC based in Kansas City, MO. The firm has been registered since 1990. It reports $1.7 billion in regulatory assets under management and employs 9 people.

Atwood & Palmer, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Peter James Sowden ControlPartner25-50%2023
Spencer Alan Jones ControlPartner25-50%2023
Steven Nelson PalmerPartner5-10%1990
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Frequently asked questions

How much does Atwood & Palmer, Inc. manage?

Atwood & Palmer, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Atwood & Palmer, Inc. have?

Atwood & Palmer, Inc. reports 9 employees.

Where is Atwood & Palmer, Inc. located?

Atwood & Palmer, Inc. is based in Kansas City, MO and has been SEC-registered since 1990.

Does Atwood & Palmer, Inc. disclose fund performance?

Atwood & Palmer, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4520 Madison Avenue, Suite 200, Kansas City, MO 64111-3541
Phone816-931-2266
Fax816-931-0864
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1044929
Discloses disciplinary historyNo

Assets under management

Discretionary$1.72B
Non-discretionary$0
Total (RAUM)$1.72B