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ATWOOD & PALMER, INC.
CRD 104995 · SEC 801-36665
4520 MADISON AVENUE, SUITE 200, KANSAS CITY, MO, 64111-3541, United States
Phone
816-931-2266
Fax
816-931-0864
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.04B
Discretionary AUM
$2.04B
Team
9 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $35.7M |
| High net worth individuals | 358 | $1.91B |
| Charitable organizations | 8 | $58.0M |
| Corporations/business entities | 6 | $30.5M |
States served
CA, CO, GA, IL, KS, LA, MA, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD