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Clientfirst Wealth Management, Llc
Little Rock, Arkansas
5.0
3 Reviews
Clientfirst Wealth Management, LLC is a small investment advisory firm based out of Little Rock, AR, dedicated to delivering exceptional financial guidance and personalized wealth management solutions. With a single office, the firm employs a team of highly skilled professionals who are committed to providing top-notch investment advisory services. The firm's expertise lies in managing high net worth individuals' assets, making them a trusted partner for those seeking comprehensive wealth management solutions.
Led by Edward Mahaffy, one of the longest-tenured registered advisors since 2018, Clientfirst Wealth Management, LLC prid...see more
Assets Under Mgmt
$219.95M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Clientfirst Wealth Management, Llc
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