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Building 2IPSEN ADVISOR GROUP

Map pinLITTLE ROCK, AR
Phone(501) 614-4700
NotebookSEC #801-123145
Total AUM
$236.1M
Employees
5
Clients
339

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1701 CENTERVIEW DRIVE
SUITE 121
LITTLE ROCK
AR 72211
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
(501) 614-4700

ReceiptFinancials

Total AUM
$236.1M
Accounts
1,003
Discretionary
$222.5M
Accounts
910
Non-Discretionary
$13.6M
Accounts
93

ContactClients

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Individual Clients
290
AUM
$100.5M
HNW Individual Clients
47
AUM
$126.1M
Pension/Profit Sharing Plan Clients
1
AUM
$4.6M
Corporation or Business Clients
1
AUM
$4.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZFLGAKYLAOHTNTX

HandshakeAffiliates

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

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