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Building 2TRUTORO

Map pinCONWAY, AR
Phone501-730-0303
NotebookSEC #801-120986
Total AUM
$142M
Employees
9
Clients
987

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2201 WASHINGTON AVENUE
SUITE 2
CONWAY
AR 72032
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
501-730-0303
Other Offices
3

ReceiptFinancials

Total AUM
$142M
Accounts
1,428
Discretionary
$140.7M
Accounts
1,416
Non-Discretionary
$1.2M
Accounts
12

ContactClients

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Individual Clients
922
AUM
$71M
HNW Individual Clients
38
AUM
$66.2M
Pension/Profit Sharing Plan Clients
11
AUM
$4.4M
Charitable Organization Clients
1
AUM
$164.6K
Government Entity Clients
1
AUM
$10.8K
Corporation or Business Clients
14
AUM
$165.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARGAMSMTOKTNTX

HandshakeAffiliates

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

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