STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
Total AUM
$7.9B
Employees
22Clients
197Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 CENTER STREET
LITTLE ROCK
AR 72201
United States
LITTLE ROCK
AR 72201
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
800-458-6589
Other Offices
1
Financials
Total AUM
$7.9B
Accounts
197Discretionary
$7.9B
Accounts
197Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
143AUM
$93.4M
Investment Company Clients
4AUM
$5.6B
Pooled Vehicle Clients
1AUM
$70M
Pension/Profit Sharing Plan Clients
9AUM
$1.7B
Government Entity Clients
6AUM
$217.4M
Corporation or Business Clients
16AUM
$29M
Other Clients
18AUM
$122.8M
Description of Other Clients
NON CORPORATE ORGANIZATION/FOUNDATIONS/TRUSTS
Services
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
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCDEFLGAILKSLAMAMDMEMNMONHNJNYOHORPASCTNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.