Overview
Assets Under Management: $937 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 145
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.65
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 818
Discretionary Accounts: 817
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 334458
Last Filing Date: 2025-02-04 00:00:00
Website: https://limc.com