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Building 2MUSTARD SEED WEALTH MANAGEMENT

Map pinMAGNOLIA, AR
Phone870-234-1618
NotebookSEC #801-66155
Total AUM
$449.4M
Employees
10
Clients
734

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
202 S. PINE
MAGNOLIA
AR 71753
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
MONDAY-THURSDAY 8:30AM-5:00PM FRIDAY 8:30-NOON
Phone
870-234-1618
Other Offices
5

ReceiptFinancials

Total AUM
$449.4M
Accounts
1,621
Discretionary
$431.2M
Accounts
1,541
Non-Discretionary
$18.2M
Accounts
80

ContactClients

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Individual Clients
528
AUM
$184.3M
HNW Individual Clients
151
AUM
$239.9M
Pension/Profit Sharing Plan Clients
25
AUM
$2.7M
Charitable Organization Clients
28
AUM
$22M
Corporation or Business Clients
2
AUM
$395.7K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLANEOKTX

HandshakeAffiliates

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

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