Atwood & Palmer, Inc.
● SEC registered since 1990CRD 104995SEC# 801-36665Kansas City, MO
Reg. AUM
$2.04B
Employees
9
Accounts
1,362
Location
Kansas City, MO
Atwood & Palmer, Inc. assets under management
Atwood & Palmer, Inc. is a registered investment adviser overseen by the SEC based in Kansas City, MO. The firm has been registered since 1990. It reports $2 billion in regulatory assets under management and employs 9 people.
Atwood & Palmer, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter James Sowden Control | Partner | 25-50% | 2023 |
| Spencer Alan Jones Control | Partner | 25-50% | 2023 |
| Steven Nelson Palmer | Partner | 5-10% | 1990 |
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Join to unlock · $37/moFrequently asked questions
How much does Atwood & Palmer, Inc. manage?
Atwood & Palmer, Inc. reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Atwood & Palmer, Inc. have?
Atwood & Palmer, Inc. reports 9 employees.
Where is Atwood & Palmer, Inc. located?
Atwood & Palmer, Inc. is based in Kansas City, MO and has been SEC-registered since 1990.
Does Atwood & Palmer, Inc. disclose fund performance?
Atwood & Palmer, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4520 Madison Avenue, Suite 200, Kansas City, MO 64111-3541 |
| Phone | 816-931-2266 |
| Fax | 816-931-0864 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1044929 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.04B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$2.04Bregulatory AUM
Discretionary $2.04B