Overview
Assets Under Management: $315 million
Headquarters: SPRINGDALE, AR
High-Net-Worth Clients: 170
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 170
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.21
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,253
Discretionary Accounts: 1,253
Regulatory Filings
CRD Number: 323414
Last Filing Date: 2025-02-18 00:00:00
Website: https://newwavewealthadvisors.com