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CLIENTFIRST WEALTH MANAGEMENT, LLC
1501 N. University Avenue
Suite 715
Little Rock, Arkansas 72207
Tel: (501) 603 - 0406
About CLIENTFIRST WEALTH MANAGEMENT, LLC
CLIENTFIRST WEALTH MANAGEMENT, LLC, formally registered with the SEC as CLIENTFIRST WEALTH MANAGEMENT, LLC. The firm was established in 03/26/2007. They have over 1 offices throughout the country.
CLIENTFIRST WEALTH MANAGEMENT, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $221,586,588 assets under management, offering retirement planning & investment advisory services to 52 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120286 |
| SEC# | 801-67589 |
| Assets Managed by Firm | $221,586,588 |
| No. of Clients | 52 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 52 | $221,586,588 |
| Individuals (other than high net worth individuals) | 7 | $4,217,605 |
| High net worth individuals | 45 | $217,368,983 |
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