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Building 2BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

Map pinBENTONVILLE, AR
Phone(479) 657-6940
NotebookSEC #801-118394
Total AUM
$196.4M
Employees
3
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
224 SE 2ND STREET
SUITE 100
BENTONVILLE
AR 72712
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(479) 657-6940

ReceiptFinancials

Total AUM
$196.4M
Accounts
410
Discretionary
$196.4M
Accounts
410
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
76
AUM
$31.2M
HNW Individual Clients
66
AUM
$165.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARNHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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