THE PALMER KNIGHT COMPANY

1022 Park Street
Suite 402
Jacksonville, Florida 32204
Tel: 904-358-9080

About THE PALMER KNIGHT COMPANY

THE PALMER KNIGHT COMPANY, formally registered with the SEC as THE PALMER KNIGHT COMPANY. The firm was established in 07/16/2015. They have over 1 offices throughout the country.

THE PALMER KNIGHT COMPANY is a Jacksonville, Florida based Financial Planning firm with nearly $251,517,095 assets under management, offering retirement planning & investment advisory services to 301 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112983
SEC#	801-101490
Assets Managed by Firm	$251,517,095
No. of Clients	301
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	301	$251,517,095
Individuals (other than high net worth individuals)	73	$30,245,233
High net worth individuals	83	$221,271,862

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