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ATWOOD & PALMER, INC.
ATWOOD & PALMER, INC. (CRD# 104995) is an SEC-Registered Investment Advisor (RIA), headquartered in Kansas City, MO. The SEC approved the firm to operate as an RIA in May 1990. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $814.7 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
ATWOOD & PALMER, INC. also reported in Mar 2018:
  • 8 employees, with 5 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ATWOOD & PALMER, INC. has no disclosure events reported to the SEC at this time.
 

View ATWOOD & PALMER, INC.'s most recent Form ADV filing
 


ATWOOD & PALMER, INC. has Notice Filings with the following State Securities Authorities: CA-Mar 2009, CO-Mar 2011, IL-Nov 2012, KS-May 1990, LA-Mar 2015 , MO-May 1990, TX-Jun 2004

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.