Atwood & Palmer, Inc.
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 104995
- Registered since
- May 29, 1990
- Website
- www.atwoodpalmer.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.9%
- Charitable Organizations2.85%
- Individuals1.75%
- Corporations / Businesses1.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Atwood & Palmer, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 1990. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory model combines percentage-of-AUM and fixed-fee arrangements and focuses on financial planning and portfolio management for individuals, small businesses, and institutional entities. The firm does not characterize itself as an active ESG investor and is not identified as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Other1%
Owners & executives
2 of 2
Teresa Burch
Chief Compliance OfficerCRD 4337523
Steven Palmer
CEO and FounderCRD 4346569
Contacts
3 of 6
James Montgomery
OperationsCRD 5485951
Evan Lang
Portfolio ManagerCRD 7908337
Peter Sowden
PartnerCRD 4741810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 166Active vs passive
$724M in ETFs
42%
$302M
43%
$422M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF (AVDE) | Avantis | Active | Foreign Large Blend | $68.8M | 771,462 | 9.51% |
Location
Kansas City, MO
Jackson
Location
Kansas City, MO
Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 4520 Madison Ave
- Time zone
- CT (UTC-6)
- Office locations
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