Overview
Assets Under Management: $918 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 166
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 609
Discretionary Accounts: 609
Regulatory Filings
CRD Number: 116359
Last Filing Date: 2025-03-03 00:00:00
Website: https://frmlr.com