AdvisorOS Directory
Claim Profile
EM

Edward Price Mahaffy

CLIENTFIRST WEALTH MANAGEMENT, LLC·LITTLE ROCK, Arkansas
Unclaimed Profile
1501 N. UNIVERSITY AVENUE, LITTLE ROCK, AR 72207CRD# 1259126Firm CRD# 120286
01

About

Edward Price Mahaffy is a registered financial advisor based in LITTLE ROCK, Arkansas, affiliated with CLIENTFIRST WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLIENTFIRST WEALTH MANAGEMENT, LLC
CLIENTFIRST WEALTH MANAGEMENT, LLC
AUM
$222M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CLIENTFIRST WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1259126
Firm CRD# 120286
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LITTLE ROCK?

Browse all registered financial advisors in LITTLE ROCK, Arkansas or claim this profile if it's yours.

Browse LITTLE ROCK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Edward Price Mahaffy offer?
Edward Price Mahaffy specializes in Financial Planning, Investment Management. Contact their office in LITTLE ROCK, Arkansas for a consultation.
What are Edward Price Mahaffy's credentials?
Edward Price Mahaffy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Price Mahaffy located?
Edward Price Mahaffy is based in LITTLE ROCK, Arkansas, working with CLIENTFIRST WEALTH MANAGEMENT, LLC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.
How does Edward Price Mahaffy charge for services?
Edward Price Mahaffy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLIENTFIRST WEALTH MANAGEMENT, LLC?
CLIENTFIRST WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LITTLE ROCK
Barry Michael Corkern — CORKERN BARRY M ADVISORY SERVICES INCJanice Marie Corkern — CORKERN BARRY M ADVISORY SERVICES INCDavid Arceneaux Knight — STEPHENS INC.Patricia Payne Vance — STEPHENS INC.Lunsford Williamson Bridges — METROPOLITAN CAPITAL MANAGEMENT, INC.
Nearby cities in Arkansas
ROGERS (43)FAYETTEVILLE (35)NORTH LITTLE ROCK (24)BENTONVILLE (13)LOWELL (10)
City Guides
ROGERS GuideFAYETTEVILLE GuideNORTH LITTLE ROCK GuideBENTONVILLE GuideLOWELL Guide
Research
Advisor Fees in ArkansasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile