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Building 2STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

Map pinLITTLE ROCK, AR
Phone800-458-6589
NotebookSEC #801-64675
Total AUM
$7.9B
Employees
22
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 CENTER STREET
LITTLE ROCK
AR 72201
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
800-458-6589
Other Offices
1

ReceiptFinancials

Total AUM
$7.9B
Accounts
197
Discretionary
$7.9B
Accounts
197
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
143
AUM
$93.4M
Investment Company Clients
4
AUM
$5.6B
Pooled Vehicle Clients
1
AUM
$70M
Pension/Profit Sharing Plan Clients
9
AUM
$1.7B
Government Entity Clients
6
AUM
$217.4M
Corporation or Business Clients
16
AUM
$29M
Other Clients
18
AUM
$122.8M
Description of Other Clients
NON CORPORATE ORGANIZATION/FOUNDATIONS/TRUSTS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
REGISTRANT PROVIDES ITS MODEL PORTFOLIOS AS RECOMMENDED STRATEGY MODELS TO OTHER ADVISERS FOR USE IN THEIR ADVISORY SERVICES.
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAILKSLAMAMDMEMNMONHNJNYOHORPASCTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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