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October Wealth Advisors, Inc
Fort Smith, Arkansas
5.0
2 Reviews
October Wealth Advisors, Inc is a reputable small investment advisory firm based out of Fort Smith, AR. With over 140 individual clients and an impressive $109,064,000 in assets under management, the company has established a strong presence in the financial industry. The firm operates from a single office, catering to a diverse range of clients.
A significant portion of October Wealth Advisors' assets under management derives from employer 401Ks and individual accounts, demonstrating their expertise in these areas. In fact, a noteworthy 94% of the assets they manage are discretionary, allowing them to make informed investment d...see more
Assets Under Mgmt
$109.06M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for October Wealth Advisors, Inc
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