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STEPHENS GROUP ASSET MANAGEMENT, LLC

100 River Bluff Drive
Suite 220
Little Rock, Arkansas 72202-2215
Tel: 501-246-7500

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About STEPHENS GROUP ASSET MANAGEMENT, LLC

STEPHENS GROUP ASSET MANAGEMENT, LLC, formally registered with the SEC as STEPHENS GROUP ASSET MANAGEMENT, LLC. The firm was established in 09/26/2017. They have over 2 offices throughout the country.

STEPHENS GROUP ASSET MANAGEMENT, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $1,137,726,808 assets under management, offering retirement planning & investment advisory services to 371 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288981
SEC#801-111747
Assets Managed by Firm$1,137,726,808
No. of Clients371
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total371$1,137,726,808
Individuals (other than high net worth individuals)70$28,106,635
High net worth individuals102$820,637,099
Pension and profit sharing plans7$38,101,249
Charitable organizations7$6,966,941
Corporations or other businesses8$243,914,884

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