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).

By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AR, TX

Financial Advisors at Clientfirst Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward P. Mahaffy
CRD#: 1259126
1501 N. University Avenue, Suite 715, Little Rock, AR 72207

Edward Mahaffy (CRD# 1259126) is an Investment Advisor Representative working at Clientfirst Wealth Management, LLC in Little Rock, AR and has over 39 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.