Atwood & Palmer, Inc.

RIASEC RegisteredEst. 1990
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$1.5M
Accounts
1,362
Employees
9
Advisory reps
8

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

FINTRX

Overview

Atwood & Palmer, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 1990. The firm serves both high-net-worth individuals and institutional clients, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Compensation is a mix of percentage-of-assets and fixed fees. Atwood & Palmer does not act as a capital allocator or pension consultant and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Cash & Cash Equivalents 10%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%87%
  • Exchange Traded Equities87%
  • Cash & Cash Equivalents10%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%
  • Other1%

Owners & executives

2 of 2
  • Steven Palmer

    Steven Palmer

    CEO and FounderCRD 4346569

  • Teresa Burch

    Teresa Burch

    Chief Compliance OfficerCRD 4337523

Contacts

3 of 6
  • Steven Franke

    Steven Franke

    Portfolio Manager, Financial AdvisorCRD 4526236

  • James Montgomery

    James Montgomery

    OperationsCRD 5485951

  • Peter Sowden

    Peter Sowden

    PartnerCRD 4741810

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 166

Active vs passive

$724M in ETFs

Passive

42%

$302M

Active

43%

$422M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS INTERNATIONAL EQUITY ETF (AVDE)AvantisActiveForeign Large Blend$68.8M771,4629.51%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth