Overview

Assets Under Management: $155 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 72
Average Client Assets: $2 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 86
Non-Discretionary Accounts: 86

Regulatory Filings

CRD Number: 104730
Last Filing Date: 2025-01-31 00:00:00
Website: https://bcorkern.com