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Building 2WILLOW

Map pinROGERS, AR
Phone(479) 709-3949
NotebookSEC #801-131403
Total AUM
$127.6M
Employees
5
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2860 WEST WALNUT STREET
SUITE 100
ROGERS
AR 72756
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(479) 709-3949

ReceiptFinancials

Total AUM
$127.6M
Accounts
358
Discretionary
$127.6M
Accounts
358
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$33.9M
HNW Individual Clients
46
AUM
$93.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AROKTN

HandshakeAffiliates

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

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