PALMER SQUARE CAPITAL MANAGEMENT LLC

1900 Shawnee Mission Parkway
Suite 315
Mission Woods, Kansas 66205
Tel: 816-994-3200

About PALMER SQUARE CAPITAL MANAGEMENT LLC

PALMER SQUARE CAPITAL MANAGEMENT LLC, formally registered with the SEC as PALMER SQUARE CAPITAL MANAGEMENT LLC. The firm was established in 01/03/2011. They have over 3 offices throughout the country.

PALMER SQUARE CAPITAL MANAGEMENT LLC is a Mission Woods, Kansas based Financial Planning firm with nearly $22,544,205,893 assets under management, offering retirement planning & investment advisory services to 149 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155697
SEC#	801-72047
Assets Managed by Firm	$22,544,205,893
No. of Clients	149
No. of Advisors	56

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (COLLATERAL MANAGER FOR CLOS/CDOS)

Firm Client Information

	No. of Clients	AUM
Firm Total	149	$22,544,205,893
High net worth individuals	29	$868,244,417
Pension and profit sharing plans	Fewer than 5 clients	$188,310,570
Charitable organizations	10	$331,081,023
Corporations or other businesses	8	$612,093,308

More Retirement Planning firms in Mission Woods, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40
TORTOISE CAPITAL ADVISORS, L.L.C. 5901 College Boulevard, Suite 400 Overland Park, KS, 66211-1861	$6,906,161,911	359	54

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