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THE CIRCUMFERENCE GROUP LLC

One Information Way
Ste. 405
Little Rock, Arkansas 72202
Tel: 501-492-8411

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About THE CIRCUMFERENCE GROUP LLC

THE CIRCUMFERENCE GROUP LLC, formally registered with the SEC as THE CIRCUMFERENCE GROUP LLC. The firm was established in 07/26/2018. They have over 1 offices throughout the country.

THE CIRCUMFERENCE GROUP LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $187,300,000 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159012
SEC#801-113735
Assets Managed by Firm$187,300,000
No. of Clients7
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Other (INVESTMENT ADVICE WITH RESPECT TO INVESTMENTS IN PRIVATELY-HELD BUSINESS VENTURES, INDIVIDUAL SECURITIES AND PRIVATE FUNDS)

Firm Client Information

No. of ClientsAUM
Firm Total7$187,300,000

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