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STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

111 Center Street
Little Rock, Arkansas 72201
Tel: 800-458-6589

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About STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

STEPHENS INVESTMENT MANAGEMENT GROUP, LLC, formally registered with the SEC as STEPHENS INVESTMENT MANAGEMENT GROUP, LLC. The firm was established in 09/02/2005. They have over 2 offices throughout the country.

STEPHENS INVESTMENT MANAGEMENT GROUP, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $7,463,667,271 assets under management, offering retirement planning & investment advisory services to 162 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#136369
SEC#801-64675
Assets Managed by Firm$7,463,667,271
No. of Clients162
No. of Advisors23

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (REGISTRANT PROVIDES ITS MODEL PORTFOLIOS AS RECOMMENDED STRATEGY MODELS TO OTHER ADVISERS FOR USE IN THEIR ADVISORY SERVICES.)

Firm Client Information

No. of ClientsAUM
Firm Total162$7,463,667,271
High net worth individuals111$109,037,920
Pension and profit sharing plans9$1,510,832,019
Corporations or other businesses16$62,397,196

More Retirement Planning firms in Little Rock, Arkansas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
STEPHENS
111 Center St
Little Rock, AR, 72201
$14,783,890,57221924629
SOWELL MANAGEMENT
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North Little Rock, AR, 72118
$3,329,402,13513257157
ARVEST WEALTH MANAGEMENT
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$2,593,400,7237674252
36 NORTH CAPITAL MANAGEMENT, LLC
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$2,346,620,00044
GREENWOOD GEARHART INC.
26 E Center St
Fayetteville, AR, 72701-4278
$1,637,149,230287323

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