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Building 2VEACH FAMILY FINANCIAL

Map pinNORTH LITTLE ROCK, AR
Phone501-753-0313
NotebookSEC #801-127773
Total AUM
$134.5M
Employees
4
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8412 COUNTS MASSIE ROAD
NORTH LITTLE ROCK
AR 72113
United States
Operating Hours
9 AM TO 3 PM
Monday - Friday
Phone
501-753-0313

ReceiptFinancials

Total AUM
$134.5M
Accounts
461
Discretionary
$130.2M
Accounts
460
Non-Discretionary
$4.3M
Accounts
1

ContactClients

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Individual Clients
140
AUM
$39.2M
HNW Individual Clients
51
AUM
$90.6M
Pension/Profit Sharing Plan Clients
3
AUM
$4.6M
Charitable Organization Clients
1
AUM
$101.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLLATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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