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Building 2MACH-1 FINANCIAL GROUP, LLC

Map pinROGERS, AR
Phone479-876-2100
NotebookSEC #801-118093
Total AUM
$546.3M
Employees
20
Clients
1,568

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
1001 S. 52ND STREET
SUITE 100
ROGERS
AR 72758
United States
Operating Hours
8:30 AM - 4:30 PM M-TH; 8:30 AM -2 PM FRI
Monday - Friday
Phone
479-876-2100

ReceiptFinancials

Total AUM
$546.3M
Accounts
3,255
Discretionary
$546.3M
Accounts
3,255
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,405
AUM
$300.8M
HNW Individual Clients
161
AUM
$241.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ACCESS TO ESTATE AND TAX PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCAFLGAILKSKYLAMNMONCNEOKSCTNTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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