Overview
Assets Under Management: $505 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 52
Average Client Assets: $7 million
Frequently Asked Questions
GILLILAND JETER WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324403), GILLILAND JETER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GILLILAND JETER WEALTH MANAGEMENT, LLC is headquartered in LITTLE ROCK, AR.
GILLILAND JETER WEALTH MANAGEMENT, LLC serves 52 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, GILLILAND JETER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GILLILAND JETER WEALTH MANAGEMENT, LLC manages $505 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, GILLILAND JETER WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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