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 that has been SEC-registered since 1990. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and institutions. Compensation is primarily a percentage of assets under management, supplemented by fixed fees for certain services. The firm’s stated orientation is equity-focused: exchange-traded equities comprise the largest share of assets on its ADV. It does not identify as an active ESG investor, and it is not classified as a multi-state or pension consultant adviser.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 164Active vs passive
$739M in ETFs
41%
$305M
44%
$434M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF (AVDE) | Avantis | Active | Foreign Large Blend | $71.1M | 789,054 | 9.62% |
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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