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Home > Retirement Planners > arkansas > little rock > STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
111 Center Street
Little Rock, Arkansas 72201
Tel: 800-458-6589
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 $6,566,514,163 assets under management, offering retirement planning & investment advisory services to 115 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 136369 |
| SEC# | 801-64675 |
| Assets Managed by Firm | $6,566,514,163 |
| No. of Clients | 115 |
| No. of Advisors | 22 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 115 | $6,566,514,163 |
| High net worth individuals | 69 | $84,865,630 |
| Pension and profit sharing plans | 7 | $1,417,971,136 |
| Corporations or other businesses | 12 | $48,634,189 |
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