Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Little Rock, AR, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$275,000,000.00
Gross Revenue
$4,000,000.00
# of Accounts
500
Avg Client Age
62
Overview

We are a boutique, high-end wealth management firm that is unique to the Arkansas market. We place a heavy emphasis on being involved with all of our clients' financial and estate planning. Our team includes 3 attorneys (non-practicing), three CFP's as well as an in-house insurance underwriter with an FALU designation (the only one in Arkansas). In addition to our securities business, we have a substantial high end life insurance practice and work with several of the wealthiest families in Arkansas. We are interested in integrating additional advisors or teams who desire to practice in an environment where management strives to make decisions each day on what is in the best interest of the clients and the advisors that serve them. We believe we are a great place for successful advisors that desire to work more with the affluent and ultra-affluent but realize they lack the internal resources, skill sets and/or market presence to attract and adequately serve them.

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