Stephens Group Asset Management, LLC

EST. AUM
$1,703,054,534

CONTACTS
1

CLIENT ACCOUNTS
446

Firm Details

Metro area Little Rock
CRD Number 288981
Website sgassetmgt.com
Client types

Overview

Stephens Group Asset Management, LLC, based in Little Rock, Arkansas, was founded in 2017 by the Stephens and Tedford families. As a boutique RIA, it delivers bespoke, fee-only investment management and advisory solutions to individuals, high-net-worth families, ERISA-covered retirement plans, trusts, and foundations. Emphasizing discretionary, model-based strategies anchored in ETFs and fixed income, SGAM applies proprietary market insights and tailored asset allocation frameworks to better align with client objectives and fiduciary standards.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Stephens Group Asset Management, LLC

Platform Details

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