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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 1 offices throughout the country.
GILLILAND JETER WEALTH MANAGEMENT, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $401,766,788 assets under management, offering retirement planning & investment advisory services to 821 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 | $401,766,788 |
| No. of Clients | 821 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Security Rating
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 821 | $401,766,788 |
| Individuals (other than high net worth individuals) | 235 | $7,026,787 |
| High net worth individuals | 258 | $355,559,838 |
| Pension and profit sharing plans | 3 | $8,673,985 |
| Corporations or other businesses | 10 | $30,506,178 |
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