Overview
Assets Under Management: $417 million
Headquarters: ROGERS, AR
High-Net-Worth Clients: 7
Average Client Assets: $35 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.36
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 2,719
Discretionary Accounts: 2,719
Regulatory Filings
CRD Number: 298195
Filing ID: 2002383
Last Filing Date: 2025-07-08 11:31:00
Website: https://mach-1financial.com