Overview
Assets Under Management: $414 million
Headquarters: MAGNOLIA, AR
High-Net-Worth Clients: 148
Average Client Assets: $2 million
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