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Home > Retirement Planners > arkansas > north little rock > VEACH FAMILY FINANCIAL
VEACH FAMILY FINANCIAL
8412 Counts Massie Road
North Little Rock, Arkansas 72113
Tel: 501-753-0313
About VEACH FAMILY FINANCIAL
VEACH FAMILY FINANCIAL, formally registered with the SEC as VEACH FAMILY FINANCIAL. The firm was established in 04/28/2023. They have over 1 offices throughout the country.
VEACH FAMILY FINANCIAL is a North Little Rock, Arkansas based Financial Planning firm with nearly $112,434,156 assets under management, offering retirement planning & investment advisory services to 180 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115798 |
| SEC# | 801-127773 |
| Assets Managed by Firm | $112,434,156 |
| No. of Clients | 180 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 180 | $112,434,156 |
| Individuals (other than high net worth individuals) | 147 | $45,196,341 |
| High net worth individuals | 28 | $60,857,570 |
| Pension and profit sharing plans | 4 | $6,350,547 |
| Charitable organizations | 1 | $29,698 |
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|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
| $7,463,667,271 | 162 | 23 | |
| $3,329,402,135 | 13257 | 157 | |
| $2,593,400,723 | 7674 | 252 | |
| $2,346,620,000 | 4 | 4 |
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