|
⚲
|
| The Arkansas Financial Group Inc
✚
|
|
|---|---|
| CRD # | 104808 |
| SEC # | 801-23922 |
| CIK # | 0000764611 |
| AUM | $667.3 MM (2023-03-27) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 501-376-9051 |
| Address | 1001 N University Ave Little Rock, AR 72207-6366 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 83.5 |
| (b) Individuals (high net worth individuals) | 171 | 569.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.3 |
| (h) Charitable organizations | 0 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 5 | 2.9 |
| Total | 1,462 | 667.3 |
| By Discretionary | ||
| Discretionary | 1,462 | 667.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,462 | 667.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 667.2 | |
| Total | 1,462 | 667.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0000764611] |
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|---|---|---|
|
Sloan Investment Management LLC
✚
|
TX | 0.7 |
|
SMI Advisory Services LLC
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|
IN | 0.7 |
|
Bernhardt Wealth Management Inc
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VA | 0.7 |
|
Wealth Advisory Solutions LLC
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Alterna Wealth Management Inc
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TX | 0.7 |
|
Oak Root LLC
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CA | 0.7 |
|
Crumly and Associates Incorporated
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|
IL | 0.7 |
|
Syverson Strege & Company
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|
IA | 0.7 |
|
CCG Wealth Management LLC
✚
|
CA | 0.7 |
|
Family WMS LLC
✚
|
GA | 0.7 |