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Home > Retirement Planners > arkansas > little rock > GILLILAND JETER WEALTH MANAGEMENT, LLC
GILLILAND JETER WEALTH MANAGEMENT, LLC
5619 R Street
Little Rock, Arkansas 72207
Tel: 501-902-4951
About GILLILAND JETER WEALTH MANAGEMENT, LLC
GILLILAND JETER WEALTH MANAGEMENT, LLC, formally registered with the SEC as GILLILAND JETER WEALTH MANAGEMENT, LLC. The firm was established in 01/17/2023. They have over 2 offices throughout the country.
GILLILAND JETER WEALTH MANAGEMENT, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $505,337,142 assets under management, offering retirement planning & investment advisory services to 892 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324403 |
| SEC# | 801-127199 |
| Assets Managed by Firm | $505,337,142 |
| No. of Clients | 892 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 892 | $505,337,142 |
| Individuals (other than high net worth individuals) | 234 | $111,182,155 |
| High net worth individuals | 52 | $356,486,662 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,683,923 |
| Corporations or other businesses | 6 | $31,137,731 |
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