1900 Shawnee Mission Parkway,
Suite 315,
Mission Woods, Kansas 66205
Tel: 816-994-3200
PALMER SQUARE BDC ADVISOR LLC, formally registered with the SEC as PALMER SQUARE BDC ADVISOR LLC. The firm was established in 01/02/2020. They have over 3 offices throughout the country.
PALMER SQUARE BDC ADVISOR LLC is a Mission Woods, Kansas based Financial Planning firm with nearly $1,107,104,194 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 56 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306742 |
| SEC# | 801-117865 |
| Assets Managed by Firm | $1,107,104,194 |
| No. of Clients | 1 |
| No. of Advisors | 56 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $1,107,104,194 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $217,399,324,981 | 269686 | 1428 | |
| $107,102,338,153 | 57121 | 550 | |
| $81,106,925,484 | 132567 | 1498 | |
| $27,082,623,332 | 277294 | 578 | |
| $24,362,866,552 | 30635 | 353 |
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