Overview
Assets Under Management: $505 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 52
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.54
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 892
Discretionary Accounts: 841
Non-Discretionary Accounts: 51
Regulatory Filings
CRD Number: 324403
Last Filing Date: 2025-02-26 00:00:00
Website: https://gillilandjeter.com