The Palmer Knight Company
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 112983
- Registered since
- July 16, 2015
- Website
- www.palmerknight.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.64%
- Individuals6.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Palmer Knight Company is an individual-owned, independent registered investment adviser that focuses on fee-based portfolio management for individuals, small businesses, and institutional/business clients. The firm is registered with the SEC (registered in 2015) and conducts its advisory business primarily on a percentage-of-AUM fee model. Its stated activity set centers on portfolio management rather than acting as a capital allocator or pension consultant. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities68%
- Cash & Cash Equivalents32%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 1920 San Marco Blvd
- Time zone
- ET (UTC-5)
- Office locations
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