Allen Frederick Asset Management Group, Inc (Little Rock)

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.

Allen Frederick Asset Management Group: assets under management

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 firm manages $694.08 thousand in discretionary accounts and $32.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $373.19 thousand.

Fees & Commissions

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.

Careers at Allen Frederick Asset Management Group, Inc

Miles Frederick Price has been acting as President since 1 Apr 1996. Michael Allen Shull joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Miles Frederick Price	President	1 Apr 1996	50% - 75%	1707468
Michael Allen Shull	Chairman	1 Apr 1996	50% - 75%	2747074

Based in Little Rock

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.