Overview
Assets Under Management: $192 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 981
Discretionary Accounts: 858
Non-Discretionary Accounts: 123
Regulatory Filings
CRD Number: 318010
Last Filing Date: 2024-12-20 00:00:00
Website: https://gmail.com