National Retirement Planning Experts

National Coverage
Local Professionals

THE CIRCUMFERENCE GROUP LLC

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

Need a Financial Advisor?
Compare Vetted Advisors

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

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
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
111 Center Street
Little Rock, AR, 72201
$7,463,667,27116223
ARVEST WEALTH MANAGEMENT
5201 Village Parkway
Rogers, AR, 72758
$2,593,400,7237674252
36 NORTH CAPITAL MANAGEMENT, LLC
901 Se Village Loop, Suite 1
Bentonville, AR, 72712
$2,346,620,00044
GREENWOOD GEARHART INC.
26 E Center St
Fayetteville, AR, 72701-4278
$1,637,149,230287323

Explore More Retirement Advisors in Little Rock, Arkansas