Forty Three Eighteen Advisors, LLC
Firm details
- Headquarters
- Bentonville, Arkansas
- CRD number
- 157712
- Registered since
- April 8, 2024
- Website
- 4318advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI86.79%
- Pension & Profit Sharing Plans6.53%
- Individuals5.44%
- Charitable Organizations1.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Forty Three Eighteen Advisors, LLC is an independent, SEC-registered Registered Investment Adviser organized as an LLC. The firm serves both individual and family clients as well as institutional accounts and offers financial planning and portfolio management services targeted to individuals and small businesses. Its compensation arrangements include asset-based fees, hourly billing and performance-based fees. The firm is not set up as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Jack Parks
Managing MemberCRD 1767912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$66.7M in ETFs
27%
$18.1M
73%
$48.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $10.2M | 170,876 | 15.31% |
Location
Bentonville, AR
Benton
Location
Bentonville, AR
Headquartered in Bentonville, AR, in the South of the United States.
- Region
- South
- County
- Benton
- Address
- 1202 Ne Mc Clain Rd
- Time zone
- CT (UTC-6)
- Office locations
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