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Building 2OCTOBER WEALTH ADVISORS, INC

Map pinFORT SMITH, AR
Phone479-452-0996
NotebookSEC #801-124993
Total AUM
$141.6M
Employees
2
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
322 NORTH 8TH STREET
FORT SMITH
AR 72901
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
479-452-0996

ReceiptFinancials

Total AUM
$141.6M
Accounts
349
Discretionary
$130.8M
Accounts
318
Non-Discretionary
$10.9M
Accounts
31

ContactClients

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Individual Clients
137
AUM
$55.6M
HNW Individual Clients
23
AUM
$73.6M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
1
AUM
$11M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLAOKTX

HandshakeAffiliates

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

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