Mark
Counts

Crews & Associates, Inc

CRD#7273658
Investment Advisor
in Little Rock, AR

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About this Advisor

Mark Counts is a financial advisor based in Little Rock, Arkansas, working with Crews & Associates, Inc. Mark has previously held positions at Progressive Fuels Limited, Marquis Group, Office Of Congressman Dr. David P. Roe, Office Of Congressman Robert Pittenger, Lindsey Management Co, Drake's, Crews & Associates, University Of Tennessee, East Tennessee State University, University Of Arkansas, and Crews & Associates, Inc. Mark has passed the Series 66 regulatory exam and is registered to provide services in Arkansas. Currently, Mark is part of Crews & Associates, Inc, which operates out of Little Rock, Arkansas. The firm has 9 offices and 130 employees. The firm manages assets totaling $112.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Crews & Associates, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

521 President Clinton Avenue Suite 800
Little Rock, AR 72201-1729

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Crews & Associates, Inc Brokerage Details

Total Assets Under Management

$112,401,625

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

130

AR Average: 42
Total Number of Accounts

270

AR Average: 1,714
Average Account Size

$416,302

AR Average: $513,539

Investment Advisory Services

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

Mark Counts Work History

2021 - Present (3 years)

Crews & Associates, Inc

2020 - 2020 (< 1 year)

Crews & Associates

2019 - 2021 (2 years)

Lindsey Management Co

2019 - 2021 (2 years)

University Of Arkansas

2018 - 2018 (< 1 year)

Office Of Congressman Dr. David P. Roe

2018 - 2018 (< 1 year)

Office Of Congressman Robert Pittenger

2017 - 2017 (< 1 year)

Drake'S

2017 - 2018 (1 year)

East Tennessee State University

2016 - 2016 (< 1 year)

Marquis Group

2014 - 2014 (< 1 year)

Progressive Fuels Limited

2013 - 2017 (4 years)

University Of Tennessee

Disclosures

Please visit the SEC profile of Mark Counts 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 Crews & Associates, Inc

Jacob Roberts
Little Rock, AR
James Gould
Little Rock, AR
Jason Jennings
Little Rock, AR
William Harper
Little Rock, AR
Mark Counts
Little Rock, AR
Garrison Marshall
Little Rock, AR
Spencer Stone
Little Rock, AR
James Liles
Searcy, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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