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Home > Retirement Planners > arkansas > fort smith > OCTOBER WEALTH ADVISORS, INC
OCTOBER WEALTH ADVISORS, INC
322 North 8th Street
Fort Smith, Arkansas 72901
Tel: 479-452-0996
About OCTOBER WEALTH ADVISORS, INC
OCTOBER WEALTH ADVISORS, INC, formally registered with the SEC as OCTOBER WEALTH ADVISORS, INC. The firm was established in 05/12/2022. They have over 1 offices throughout the country.
OCTOBER WEALTH ADVISORS, INC is a Fort Smith, Arkansas based Financial Planning firm with nearly $130,743,699 assets under management, offering retirement planning & investment advisory services to 351 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153993 |
| SEC# | 801-124993 |
| Assets Managed by Firm | $130,743,699 |
| No. of Clients | 351 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 351 | $130,743,699 |
| Individuals (other than high net worth individuals) | 146 | $59,180,912 |
| High net worth individuals | 17 | $59,873,672 |
| Charitable organizations | Fewer than 5 clients | $1,315,598 |
| Corporations or other businesses | Fewer than 5 clients | $10,373,517 |
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|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
| $7,463,667,271 | 162 | 23 | |
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