Westrock Asset Management, LLC
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Overview
Westrock Asset Management, LLC is a financial advisor firm that has its headquarters in Little Rock, Arkansas. Westrock Asset Management, LLC manages $119.3 million in assets throughout four client accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 4 financial advisors. Westrock Asset Management, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like bonds, options and equities.
Westrock Asset Management, LLC manages all of the company's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without needing client permission. Westrock Asset Management, LLC's typical account size is $29.8 million. The typical advisor at Westrock Asset Management, LLC administers about one client account, making it one of the most personalized financial advisor firms in the country.
The company's headquarters is at 4009 N. Rodney Parham Road, Little Rock, Arkansas 72212. It is legally registered to provide services to investors in the state of Arkansas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Westrock Asset Management, LLC by the Numbers
$119.3 million
9
4
$29.8 million
Fee Structure
Financial management fees usually depend on which services the firm provides the client. Fee types charged by Westrock Asset Management, LLC most likely consist of any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Westrock Asset Management, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Westrock Asset Management, LLC provides services to pooled investment vehicles. Out of its four customers, Westrock Asset Management, LLC's largest client type by number of accounts is pooled investment vehicles. Around 25% of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Westrock Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Westrock Asset Management, LLC
Little Rock, AR
Little Rock, AR
Little Rock, AR
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