Overview
Assets Under Management: $414 million
Headquarters: MAGNOLIA, AR
High-Net-Worth Clients: 148
Average Client Assets: $2 million
Frequently Asked Questions
MUSTARD SEED FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117737), MUSTARD SEED FINANCIAL, LLC is subject to fiduciary duty under federal law.
MUSTARD SEED FINANCIAL, LLC is headquartered in MAGNOLIA, AR.
MUSTARD SEED FINANCIAL, LLC serves 148 high-net-worth clients according to their SEC filing dated March 11, 2025. View client details ↓
According to their SEC Form ADV, MUSTARD SEED FINANCIAL, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MUSTARD SEED FINANCIAL, LLC manages $414 million in client assets according to their SEC filing dated March 11, 2025.
According to their SEC Form ADV, MUSTARD SEED FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,619
Discretionary Accounts: 1,529
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 117737
Filing ID: 1954953
Last Filing Date: 2025-03-11 10:56:00
Website: https://msfwm.com