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CABANA LLC
CABANA LLC
CABANA ASSET MANAGEMENT
FAYETTEVILLE, Arkansas
·
9 registered advisors
·
CRD# 151418
SEC# 801-108439
3
479-442-6464
01
Firm Overview
AUM
$739M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CABANA LLC
9 registered advisors
Bettye Roberds Morse
FAYETTEVILLE, Arkansas
CRD# 6705599
Christopher Lloyd Carns
FAYETTEVILLE, Arkansas
CRD# 6655530
Daniel Giuseppe Ippolito
FAYETTEVILLE, Arkansas
CRD# 5561065
David Poster
FAYETTEVILLE, Arkansas
CRD# 7276512
George Chaddwick Mason
FAYETTEVILLE, Arkansas
CRD# 5449388
James E Ross
FAYETTEVILLE, Arkansas
CRD# 7276508
Jon Neal Prevost
FAYETTEVILLE, Arkansas
CRD# 1630296
Louis Abraham Shaff
FAYETTEVILLE, Arkansas
CRD# 5449638
Panagiotis Papamichalopoulos
FAYETTEVILLE, Arkansas
CRD# 7600875
05
Office Locations
FAYETTEVILLE, Arkansas
9 advisors
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Data sourced from SEC Form ADV filings. CABANA LLC (CRD# 151418) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.