What departments does Atwood & Palmer, Inc. have?

Atwood & Palmer, Inc. has employees across 2 departments including Finance, Legal.

What is the largest department at Atwood & Palmer, Inc.?

The largest department at Atwood & Palmer, Inc. is Finance with 3 employees.

Where are Atwood & Palmer, Inc. employees located globally?

Atwood & Palmer, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Atwood & Palmer, Inc.'s team size changed over time?

Atwood & Palmer, Inc.'s team has grown from approximately 10 to 11 employees based on available data.

Atwood & Palmer, Inc. Employee Directory

Investment ManagementMissouri, United States2-10 Employees

Atwood & Palmer, Inc. is an SEC-registered investment advisor headquartered in Kansas City, Missouri, founded in 1990. The firm provides individualized investment management and financial counseling to high-net-worth clients. All client accounts are managed on a discretionary basis, with investment decisions anchored to documents that define each client's objectives, timelines, and tax considerations. The firm operates within the investment management industry, taking into account current and projected market conditions when guiding decisions.

The discretionary approach allows the firm to implement strategies aligned with the client's stated policy and evolving market conditions. As a small firm, it serves a specialized client base from its Kansas City base.

Atwood & Palmer, Inc. Global Highlights

North America
13

United States Of America
13

Atwood & Palmer, Inc.'s Leadership

M. B.
Chief Compliance Officer
Mobile Phone
Email
M. P.
President And Financial Advisor
Mobile Phone
Email
P. S.
Portfolio Manager/Financial Advisor/Partner
Mobile Phone
Email
S. J.
Portfolio Manager/Financial Advisor/Partner
Mobile Phone
Email
S. F.
Portfolio Manager/Financial Advisor/Partner At Atwood & Palmer, Inc
Mobile Phone
Email

Atwood & Palmer, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Legal
Accounting
Administrative
Other

Contact profiles from Atwood & Palmer, Inc.

Name

Title

Contact Info

Location

Last Update

P. S.
Portfolio Manager/Financial Advisor/Partner
Mobile Phone
Email
Jun 08, 2026
S. J.
Portfolio Manager/Financial Advisor/Partner
Mobile Phone
Email
Jun 08, 2026
M. P.
President And Financial Advisor
Mobile Phone
Email
Oct 17, 2024
M. B.
Chief Compliance Officer
Mobile Phone
Email
Oct 23, 2024
S. F.
Portfolio Manager/Financial Advisor/Partner At Atwood & Palmer, Inc
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Atwood & Palmer, Inc. known for?

Atwood & Palmer, Inc. was founded in 1990 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-816-931-****

. Explore Atwood & Palmer, Inc.'s company overview page for more information.

What is Atwood & Palmer, Inc.'s most common email format?

Atwood & Palmer, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Atwood & Palmer, Inc. email formats with LeadIQ.

How many employees does Atwood & Palmer, Inc. have currently?

Atwood & Palmer, Inc. has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Atwood & Palmer, Inc.'s key employees and leadership?

As of August 2026, Atwood & Palmer, Inc.'s key employees include:

Chief Compliance Officer: M. B.
President And Financial Advisor: M. P.
Portfolio Manager/Financial Advisor/Partner: P. S.
Portfolio Manager/Financial Advisor/Partner: S. J.
Portfolio Manager/Financial Advisor/Partner At Atwood & Palmer, Inc: S. F.

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Atwood & Palmer, Inc. Employee Directory

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