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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 $738,650,000 assets under management, offering retirement planning & investment advisory services to 749 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 | $738,650,000 |
| No. of Clients | 749 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (SUB-ADVISORY SERVICES FOR OTHER ADVISERS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 749 | $738,650,000 |
| Individuals (other than high net worth individuals) | 324 | $68,600,000 |
| High net worth individuals | 36 | $88,100,000 |
| Other investment advisers | 6 | $20,080,000 |
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|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
| $7,463,667,271 | 162 | 23 | |
| $3,329,402,135 | 13257 | 157 | |
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| $2,346,620,000 | 4 | 4 |
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