RIA Intel›Advisers›Colorado›WILLIAM PALMER ASSOCIATES, LLC

WILLIAM PALMER ASSOCIATES, LLC

Advisory

CO

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in CO

#706

of 720 advisers by AUM

Average account

$491K

across 78 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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PORTFOLIO DESIGN ADVISORS, INC.

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