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Home > Retirement Planners > arkansas > rogers > MACH-1 FINANCIAL GROUP, LLC
MACH-1 FINANCIAL GROUP, LLC
1001 S. 52nd Street
Suite 100
Rogers, Arkansas 72758
Tel: 479-876-2100
About MACH-1 FINANCIAL GROUP, LLC
MACH-1 FINANCIAL GROUP, LLC, formally registered with the SEC as MACH-1 FINANCIAL GROUP, LLC. The firm was established in 02/14/2020. They have over 1 offices throughout the country.
MACH-1 FINANCIAL GROUP, LLC is a Rogers, Arkansas based Financial Planning firm with nearly $354,368,522 assets under management, offering retirement planning & investment advisory services to 3089 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298195 |
| SEC# | 801-118093 |
| Assets Managed by Firm | $354,368,522 |
| No. of Clients | 3089 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3089 | $354,368,522 |
| Individuals (other than high net worth individuals) | 1190 | $267,704,759 |
| High net worth individuals | 50 | $85,161,781 |
| Charitable organizations | Fewer than 5 clients | $1,264,033 |
| Corporations or other businesses | Fewer than 5 clients | $237,949 |
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