Stephens Group Asset Management LLC
Legal Name: STEPHENS GROUP ASSET MANAGEMENT, LLC
Full Contact Details
Stephens Group Asset Management LLC
100 MORGAN KEEGAN DRIVE, SUITE 220, LITTLE ROCK, AR
501-246-7500
501-325-2347
Other Info
Stephens Group Asset Management LLC, an AR Limited Liability Company with 5 employees, including 3 advisors, has an approved SEC status with a registration date of September 26, 2017. Though the number of clients it serves is unknown, the firm is legally known as STEPHENS GROUP ASSET MANAGEMENT, LLC.
Stephens Group Asset Management | Financial Advisor
Leading asset management firm with a forward-looking, historically aware investment approach.
Direct Owners
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ALAN BRADLEY TEDFORD
CHIEF EXECUTIVE OFFICER AND TRUSTEE OF MTK IRREVOCABLE TRUST owns more than 25% but less than 50%
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ANGELA JO MARTIN
CHIEF COMPLIANCE OFFICER owns less than 5%
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ELIZABETH S. CAMPBELL REVOCABLE TRUST
MEMBER owns more than 25% but less than 50%
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ELIZABETH STEPHENS CAMPBELL
TRUSTEE OF ELIZABETH S. CAMPBELL REVOCABLE TRUST owns more than 25% but less than 50%
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MTK IRREVOCABLE TRUST
MEMBER owns more than 25% but less than 50%
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W.R. STEPHENS, JR. REVOCABLE TRUST
MEMBER owns more than 25% but less than 50%
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WILLIAM LEE TEDFORD
CHAIRMAN owns less than 5%
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WILTON ROBERT STEPHENS
TRUSTEE OF W.R. STEPHENS, JR. REVOCABLE TRUST owns more than 25% but less than 50%
Firms Located Nearby
News
- Stephens Group Asset Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Stephens Group Asset Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Stephens Group Asset Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Stephens Group Asset Management's Q4 2022 vs. Q1 2023: A Look at the Fund's 13F Holdings
Top Holdings
- ISHARES TR RUS MDCP VAL ETF $149,421k
- ISHARES $116,267k
- ISHARES TR RUS MD CP GR ETF $114,327k
- ISHARES TR RUS 1000 VAL ETF $97,639k
- ISHARES TR RUS 1000 GRW ETF $77,677k
- SPDR SERIES TRUST $39,227k
- ISHARES $17,933k
- SPDR SERIES TRUST $10,127k
- ISHARES $2,344k
- BLACKSTONE MORTGAGE $910k