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MACH-1 FINANCIAL GROUP, LLC

1001 S. 52nd Street
Suite 100
Rogers, Arkansas 72758
Tel: 479-876-2100

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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 StatusApproved
Firm CRD#298195
SEC#801-118093
Assets Managed by Firm$354,368,522
No. of Clients3089
No. of Advisors19

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 ClientsAUM
Firm Total3089$354,368,522
Individuals (other than high net worth individuals)1190$267,704,759
High net worth individuals50$85,161,781
Charitable organizationsFewer than 5 clients$1,264,033
Corporations or other businessesFewer than 5 clients$237,949

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