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Building 2FORTY THREE EIGHTEEN ADVISORS, LLC

Map pinBENTONVILLE, AR
Phone479-254-9400
NotebookSEC #801-129865
Total AUM
$167.8M
Employees
1
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1202 NE MCCLAIN RD
BENTONVILLE
AR 72712
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
479-254-9400
Other Offices
1

ReceiptFinancials

Total AUM
$167.8M
Accounts
182
Discretionary
$152.7M
Accounts
174
Non-Discretionary
$15.1M
Accounts
8

ContactClients

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Individual Clients
20
AUM
$9.1M
HNW Individual Clients
25
AUM
$145.7M
Pension/Profit Sharing Plan Clients
5
AUM
$11M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLNETX

HandshakeAffiliates

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

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