Allen Frederick Asset Management Group, Inc is a large advisory firm based in Little Rock. It manages $33.16 million of regulatory assets for 93 client accounts. It has been registered with the SEC as an adviser since 2001.
Allen Frederick Asset Management Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Allen Frederick Asset Management Group, Inc is $33.16 million. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Allen Frederick Asset Management Group, Inc for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Miles Frederick Price has been acting as President since 1 Apr 1996. Michael Allen Shull joined the executive team most recently as the Chairman.
The principal office where Allen Frederick Asset Management Group, Inc performs its advisory services is located at 6705 Westover, Little Rock, FL 72207, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 501-221-3380 or by fax 501-221-3520. The normal business hours are 8:00 - 5:00 on Monday - Friday.