|
⚲
|
| Atwood & Palmer Inc
✚
|
|
|---|---|
| CRD # | 104995 |
| SEC # | 801-36665 |
| CIK # | 0001044929 |
| AUM | $1.2 BB (2023-03-13) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 816-931-2266 |
| Address | 4520 Madison Avenue Kansas City, MO 64111-3541 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 29.7 |
| (b) Individuals (high net worth individuals) | 322 | 1,169.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 34.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 11.9 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 1,246.0 |
| By Discretionary | ||
| Discretionary | 458 | 1,246.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 458 | 1,246.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,246.0 | |
| Total | 458 | 1,246.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001044929] |
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|---|---|---|
|
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✚
|
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|
Capital Performance Advisors LLP
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|
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Summit Financial Wealth Advisors LLC
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LA | 1.2 |
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Global Strategic Investment Solutions LLC
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AZ | 1.2 |
|
Prism Financial Group LLC
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KS | 1.2 |
|
Advocacy Wealth Management LLC
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GA | 1.2 |