Overview

Assets Under Management: $834 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 4
Average Client Assets: $45 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Clients

Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.80
Average High-Net-Worth Client Assets: $45 million
Total Client Accounts: 1,430
Discretionary Accounts: 1,430

Regulatory Filings

CRD Number: 335750
Filing ID: 2006983
Last Filing Date: 2025-08-27 13:42:00
Website: https://tmbcapitalpartners.com