$75MM AUM | $650,000 GDC in Little Rock, AR

Market
Advisor
Member Level
Plus
Last Activity
within 2 months
Listing Age
326 days old
General
Listing Type
Buyer | Merge
Location
Little Rock, AR, US
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
350
Avg Client Age
60
Overview

We are a fee only firm utilizing mutual funds, ETF's, individual stocks and a small number of fee-only annuities. We are the second oldest RIA firm in Arkansas. We are fiduciaries and one of only two CEFEX certified firms in the state. Clients include individuals, corporations, qualified plans and foundations. We also serve as fiduciary advisors for clients. Assets under advisement are not included in AUM and total $90M.

We are seeking to find firms that want to merge and transition to fee only and become part of a true fiduciary firm. Any firm that becomes part of our organization will become CEFEX certified once compliant to our fiduciary process.

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