AdvisorOS Directory
Claim Profile
AP

Adam Joseph Palmer

CAPITOL MERIDIAN PARTNERS LP·WASHINGTON, District of Columbia
Unclaimed Profile
1601 K STREET, NW, WASHINGTON, DC 20006CRD# 7516891Firm CRD# 319080
01

About

Adam Joseph Palmer is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with CAPITOL MERIDIAN PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAPITOL MERIDIAN PARTNERS LP
CAPITOL MERIDIAN PARTNERS LP
AUM
$993M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CAPITOL MERIDIAN PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7516891
Firm CRD# 319080
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WASHINGTON?

Browse all registered financial advisors in WASHINGTON, District of Columbia or claim this profile if it's yours.

Browse WASHINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Adam Joseph Palmer offer?
Adam Joseph Palmer specializes in Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Adam Joseph Palmer's credentials?
Adam Joseph Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Joseph Palmer located?
Adam Joseph Palmer is based in WASHINGTON, District of Columbia, working with CAPITOL MERIDIAN PARTNERS LP. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Adam Joseph Palmer charge for services?
Adam Joseph Palmer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITOL MERIDIAN PARTNERS LP?
CAPITOL MERIDIAN PARTNERS LP has approximately 11 employees and manages $993M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WASHINGTON
Kevin Patrick Sheehan — MULTIPLIER CAPITAL, LLCRay Clarence Boone — MULTIPLIER CAPITAL, LLCBion Knauer Ludwig — ABS CP, INC.Phillip Anthony Clough — ABS CP, INC.Henry Robinson Oconnor — MULTIPLIER CAPITAL, LLC
Nearby cities in District of Columbia
WASHINGTON, D.C. (11)WASHINGTON DC (4)WASHING DC (2)
City Guides
WASHINGTON, D.C. GuideWASHINGTON DC GuideWASHING DC Guide
Research
Advisor Fees in District of ColumbiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile