Overview
Assets Under Management: $7.5 billion
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 116
Average Client Assets: $977,152
Frequently Asked Questions
STEPHENS INVESTMENT MANAGEMENT GROUP, 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 #136369), STEPHENS INVESTMENT MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC is headquartered in LITTLE ROCK, AR.
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC serves 116 high-net-worth clients according to their SEC filing dated September 23, 2024. View client details ↓
According to their SEC Form ADV, STEPHENS INVESTMENT MANAGEMENT GROUP, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC manages $7.5 billion in client assets according to their SEC filing dated September 23, 2024.
According to their SEC Form ADV, STEPHENS INVESTMENT MANAGEMENT GROUP, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.48
Average High-Net-Worth Client Assets: $977,152
Total Client Accounts: 162
Discretionary Accounts: 162
Regulatory Filings
CRD Number: 136369
Last Filing Date: 2024-09-23 00:00:00
Website: https://stephens.com