Overview
Assets Under Management: $252 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Frequently Asked Questions
THE PALMER KNIGHT COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112983), THE PALMER KNIGHT COMPANY is subject to fiduciary duty under federal law.
THE PALMER KNIGHT COMPANY is headquartered in JACKSONVILLE, FL.
THE PALMER KNIGHT COMPANY serves 89 high-net-worth clients according to their SEC filing dated February 12, 2024. View client details ↓
According to their SEC Form ADV, THE PALMER KNIGHT COMPANY offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
THE PALMER KNIGHT COMPANY manages $252 million in client assets according to their SEC filing dated February 12, 2024.
According to their SEC Form ADV, THE PALMER KNIGHT COMPANY serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 301
Discretionary Accounts: 301
Regulatory Filings
CRD Number: 112983
Last Filing Date: 2024-02-12 00:00:00
Website: https://palmerknight.com