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Atwood & Palmer, Inc.

Headquartered in KANSAS CITY, MO

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Firm Information

Atwood & Palmer, Inc. is an investment advisor headquartered in KANSAS CITY, MO. The firm manages over $1.44 billion in assets for 1,176 accounts, primarily for high-net-worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services for both businesses and individuals. The firm's website addresses are HTTP://TWITTER.COM/ATWOODPALMER, HTTPS://WWW.LINKEDIN.COM/COMPANY/ATWOOD-&-PALMER-INC-/, and HTTP://WWW.ATWOODPALMER.COM.

Atwood & Palmer, Inc.

4520 MADISON AVENUE

KANSAS CITY, MO 64111-3541

$1.44B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ATWOOD & PALMER, INC. has a total of 1 branch locations across the country.
location

KANSAS CITY, MO

Advisors at Atwood & Palmer, Inc.

View All 7 Advisors
Unclaimed
Evan Raleigh Lang

CFA®, RA

KANSAS CITY, MO

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Spencer Alan Jones

CFA®, RA

KANSAS CITY, MO

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Unclaimed
James M Montgomery

RA

KANSAS CITY, MO

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Unclaimed
Peter James Sowden

CFA®, RA

KANSAS CITY, MO

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Unclaimed
William Nelson Palmer

RA

KANSAS CITY, MO

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Unclaimed
Steven Patrick Franke

RA

KANSAS CITY, MO

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Unclaimed
Steven Nelson Palmer

RA

KANSAS CITY, MO

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Disclosures

There are no public disclosures for Atwood & Palmer, Inc..

Frequently Asked Questions (5)

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