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CLIENTFIRST WEALTH MANAGEMENT, LLC
CLIENTFIRST WEALTH MANAGEMENT, LLC
LITTLE ROCK, Arkansas
·
1 registered advisor
·
CRD# 120286
SEC# 801-67589
0
(501) 603 - 0406
01
Firm Overview
AUM
$222M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CLIENTFIRST WEALTH MANAGEMENT, LLC
1 registered advisor
Edward Price Mahaffy
LITTLE ROCK, Arkansas
CRD# 1259126
05
Office Locations
LITTLE ROCK, Arkansas
1 advisor
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Data sourced from SEC Form ADV filings. CLIENTFIRST WEALTH MANAGEMENT, LLC (CRD# 120286) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.