Atwood & Palmer, Inc. logo

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.

Find Atwood & Palmer, Inc. employees' phone numbers or email addresses

Atwood & Palmer, Inc. Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Atwood & Palmer, Inc.'s Leadership

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

Atwood & Palmer, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Other

Contact profiles from Atwood & Palmer, Inc.

Name
Title
Contact
Location
Last Update
  • Portfolio Manager/Financial Advisor/Partner at Atwood & Palmer, Inc.
    P. S.
    Portfolio Manager/Financial Advisor/Partner
    Sep 09, 2026
  • Portfolio Manager/Financial Advisor/Partner at Atwood & Palmer, Inc.
    S. J.
    Portfolio Manager/Financial Advisor/Partner
    Sep 15, 2026
  • Portfolio Manager/Financial Advisor/Partner At Atwood & Palmer, Inc at Atwood & Palmer, Inc.
    S. F.
    Portfolio Manager/Financial Advisor/Partner At Atwood & Palmer, Inc
    Sep 09, 2026
  • President And Financial Advisor at Atwood & Palmer, Inc.
    M. P.
    President And Financial Advisor
    Oct 17, 2024
  • Chief Compliance Officer at Atwood & Palmer, Inc.
    M. B.
    Chief Compliance Officer
    Oct 23, 2024

Frequently Asked Questions

What is Atwood & Palmer, Inc. known for?

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Atwood & Palmer, Inc. was founded in 1990 and operates in the Investment Management industry. You can contact Atwood & Palmer, Inc.'s main corporate office by phone at . Explore Atwood & Palmer, Inc.'s company overview page for more information.

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

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Atwood & Palmer, Inc. employees' email format typically follows the pattern of FLast@atwoodpalmer.com. 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?

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

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

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As of September 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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