Clientfirst Wealth Management, LLC
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 120286
- Registered since
- March 26, 2007
- Website
- clientfirstwm.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.73%
- Individuals1.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clientfirst Wealth Management, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2007. The firm serves individual and family clients and offers financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Clientfirst does not self-identify as a capital allocator or an active ESG investor and lists affiliations with another investment adviser and a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- State & Local Bonds20%
- US Government Bonds14%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents6%
Contacts
2 of 2
Edward Mahaffy
President and Senior Portfolio ManagerCRD 1259126
Rocklin Senavinin
President and Co-FounderCRD 3264004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$58.4M in ETFs
98%
$57.1M
2%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $13.9M | 112,336 | 23.88% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 1501 N University Ave
- Time zone
- CT (UTC-6)
- Office locations
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