Clientfirst Wealth Management, LLC
Clientfirst Wealth Management, LLC (CRD# 120286) is a financial advisory firm headquartered in Little Rock, AR. They manage $221,586,588 in 52 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Clientfirst Wealth Management, LLC
By the Numbers
-
Total Assets Under Management222MILLION
-
Total Number of Accounts52ACCOUNTS
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Average Account Value$4,261,281
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, TX
Financial Advisors at Clientfirst Wealth Management, LLC
1
Edward Mahaffy (CRD# 1259126) is an Investment Advisor Representative working at Clientfirst Wealth Management, LLC in Little Rock, AR and has over 40 years of experience in the finance industry.
2
Rocklin Senavinin (CRD# 3264004) is a Registered Investment Advisor for Fiduciary Wealth Management in Little Rock, AR and has over 16 years of experience in the finance industry.
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