STEPHENS GROUP ASSET MANAGEMENT, LLC

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

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 Status	Approved
Firm CRD#	288981
SEC#	801-111747
Assets Managed by Firm	$1,137,726,808
No. of Clients	371
No. of Advisors	4

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 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

More Retirement Planning firms in Little Rock, Arkansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STEPHENS 111 Center St Little Rock, AR, 72201	$14,783,890,572	21924	629
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC 111 Center Street Little Rock, AR, 72201	$7,463,667,271	162	23
ARVEST WEALTH MANAGEMENT 5201 Village Parkway Rogers, AR, 72758	$2,593,400,723	7674	252
36 NORTH CAPITAL MANAGEMENT, LLC 901 Se Village Loop, Suite 1 Bentonville, AR, 72712	$2,346,620,000	4	4
GREENWOOD GEARHART INC. 26 E Center St Fayetteville, AR, 72701-4278	$1,637,149,230	2873	23

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