Samantha
Bachrodt
Palmer Square Capital Management LLC
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About this Advisor
Samantha Bachrodt is a financial advisor based out of Mission, Kansas with 1 year of relevant experience. Bachrodt is currently employed by Palmer Square Capital Management LLC. Their career trajectory has included roles at Foreside Fund Services, LLC, Palmer Square Capital Management LLC, University Of Missouri Kansas City, Principal Financial Group and Ziggy'S Pizza. Bachrodt has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Delaware and Kansas. Palmer Square Capital Management LLC is a firm that has its headquarters in Mission, KS. It has offices in two locations and a total of 48 people on staff. It has $21 billion in total assets between its 148 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 148 client accounts, 24% are associated with high-net-worth individuals who have more than $1 million in investable assets. Palmer Square Capital Management LLC performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors depend on which service is offered. However, fees charged by Palmer Square Capital Management LLC may include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Palmer Square Capital Management LLC Brokerage Details
$20,767,599,397
48
148
$140,321,618
Investment Advisory Services
- 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 of other advisers
- Other
Samantha Bachrodt Work History
Samantha has been registered as a financial advisor for 1 years.*
Foreside Fund Services, LLC
Palmer Square Capital Management LLC
University Of Missouri Kansas City
Principal Financial Group
Ziggy'S Pizza
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samantha Bachrodt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Palmer Square Capital Management LLC
Mission, KS
Mission, KS
Mission, KS
Mission, KS
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