DB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
118 clients
Average Client Portfolio
$229.6M average
Assets Under Management
$27.1B
Fee Structure
Minimum Investment:$10M
Financial Planning:Investment management only
Palmer Square generally receives a fee based on a percentage of assets under management, such as a collateral management fee or management fee. Palmer Square may also receive performance-based compensation. Fees are negotiated on a case-by-case basis for Managed Account and Legacy Clients.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS, 66205
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is a Vice President, Client Solutions at Palmer Square Capital Management, LLC, promoting Palmer Square approved funds. This activity is investment-related.
Employment History
Current Registrations
Palmer Square Capital Management LLC
March 2025 - Present · 10 mos
Foreside Fund Services, LLCBroker
February 2025 - Present · 11 mos
Previous Registrations
Creative Planning
May 2021 - May 2023 · 2 yrs
Ivy Distributors, INC.Broker
December 2014 - April 2021 · 6 yrs 4 mos
Waddell & ReedBroker
September 2010 - April 2021 · 10 yrs 7 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.