Overview
Assets Under Management: $1.6 billion
Headquarters: FAYETTEVILLE, AR
High-Net-Worth Clients: 454
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 454
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,873
Discretionary Accounts: 2,688
Non-Discretionary Accounts: 185
Regulatory Filings
CRD Number: 110379
Filing ID: 1951744
Last Filing Date: 2025-03-07 11:43:00
Website: https://greenwoodgearhart.com