Alan
Tedford

Stephens Group Asset Management, LLC

CRD#3091491
Investment Advisor
in Little Rock, AR

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About this Advisor

Alan Tedford is a financial advisor based in Little Rock, Arkansas, working with Stephens Group Asset Management, LLC. Alan has previously held positions at Stephens Group Asset Management, LLC and Stephens Inc. Alan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas and Texas. Currently, Alan is part of Stephens Group Asset Management, LLC, which operates out of Little Rock, Arkansas. The firm has 4 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Stephens Group Asset Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

100 River Bluff Drive Suite 220
Little Rock, AR 72202-2215

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Stephens Group Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,137,726,808

AR Average: $880,205,985
Total Number of Employees

4

AR Average: 42
Total Number of Accounts

371

AR Average: 1,714
Average Account Size

$3,066,649

AR Average: $513,539

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Alan Tedford Work History

2017 - Present (7 years)

Stephens Group Asset Management, LLC

1998 - 2017 (19 years)

Stephens Inc

Disclosures

Please visit the SEC profile of Alan Tedford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stephens Group Asset Management, LLC

Hayden Henry
Little Rock, AR
Clayton James
Little Rock, AR
Alan Tedford
Little Rock, AR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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