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STEPHENS
111 Center St
Little Rock, Arkansas 72201
Tel: 501-377-2000
About STEPHENS
STEPHENS, formally registered with the SEC as STEPHENS. The firm was established in 09/19/1980. They have over 23 offices throughout the country.
STEPHENS is a Little Rock, Arkansas based Financial Planning firm with nearly $13,304,755,860 assets under management, offering retirement planning & investment advisory services to 21432 clients. The firm is staffed with 658 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 3496 |
| SEC# | 801-15510 |
| Assets Managed by Firm | $13,304,755,860 |
| No. of Clients | 21432 |
| No. of Advisors | 658 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commision Based
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21432 | $13,304,755,860 |
| Individuals (other than high net worth individuals) | 18532 | $3,775,193,520 |
| High net worth individuals | 2024 | $6,465,757,824 |
| Pension and profit sharing plans | 304 | $216,350,210 |
| Charitable organizations | 22 | $14,522,077 |
| Corporations or other businesses | 221 | $552,475,856 |
More Retirement Planning firms in Little Rock, Arkansas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $6,566,514,163 | 115 | 22 | |
| $2,809,119,381 | 12450 | 122 | |
| $2,704,710,870 | 7899 | 247 | |
| $1,476,780,500 | 722 | 22 | |
| $1,331,000,000 | 1 | 3 |
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