Overview
Assets Under Management: $7.5 billion
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 116
Average Client Assets: $977,152
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