Clientfirst Wealth Management is an investment advisor in Little Rock with $229.94 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
421528805
SEC advisor number
801-67589
FINRA CRD number
120286
AUM ?
$221.59 mm
(as of 8 Apr 24)
Accounts
52
(as of 8 Apr 24)
Employees
2
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Apr 22