Overview
Assets Under Management: $868 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 153
Average Client Assets: $3 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: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 841
Discretionary Accounts: 840
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 108327
Last Filing Date: 2024-12-17 00:00:00
Website: https://limc.com