100 River Bluff Drive
Suite 220
Little Rock, Arkansas 72202-2215
Tel: 501-246-7500
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288981 |
SEC# | 801-111747 |
Assets Managed by Firm | $1,137,726,808 |
No. of Clients | 371 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 371 | $1,137,726,808 |
Individuals (other than high net worth individuals) | 70 | $28,106,635 |
High net worth individuals | 102 | $820,637,099 |
Pension and profit sharing plans | 7 | $38,101,249 |
Charitable organizations | 7 | $6,966,941 |
Corporations or other businesses | 8 | $243,914,884 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$14,783,890,572 | 21924 | 629 | |
$7,463,667,271 | 162 | 23 | |
$3,329,402,135 | 13257 | 157 | |
$2,593,400,723 | 7674 | 252 | |
$2,346,620,000 | 4 | 4 |
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