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CABANA ASSET MANAGEMENT
220 S. School Ave.
Fayetteville, Arkansas 72701
Tel: 479-442-6464
About CABANA ASSET MANAGEMENT
CABANA ASSET MANAGEMENT, formally registered with the SEC as CABANA ASSET MANAGEMENT. The firm was established in 09/30/2016. They have over 4 offices throughout the country.
CABANA ASSET MANAGEMENT is a Fayetteville, Arkansas based Financial Planning firm with nearly $1,476,780,500 assets under management, offering retirement planning & investment advisory services to 722 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 151418 |
| SEC# | 801-108439 |
| Assets Managed by Firm | $1,476,780,500 |
| No. of Clients | 722 |
| No. of Advisors | 22 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 722 | $1,476,780,500 |
| Individuals (other than high net worth individuals) | 346 | $68,000,000 |
| High net worth individuals | 33 | $76,000,000 |
| Other investment advisers | 7 | $38,000,000 |
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|---|---|---|---|
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