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Building 2FAMILY LEGACY PLANNING

Map pinBENTONVILLE, AR
Phone(479) 273-3040
NotebookSEC #801-130790
Total AUM
$169.1M
Employees
3
Clients
341

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1003 SE 14TH ST.
STE 15
BENTONVILLE
AR 72712
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(479) 273-3040
Other Offices
1

ReceiptFinancials

Total AUM
$169.1M
Accounts
836
Discretionary
$166.4M
Accounts
813
Non-Discretionary
$2.7M
Accounts
23

ContactClients

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Individual Clients
294
AUM
$93.8M
HNW Individual Clients
33
AUM
$67.8M
Pension/Profit Sharing Plan Clients
13
AUM
$7M
Corporation or Business Clients
1
AUM
$534.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLATX

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

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