Gilliland Jeter Wealth Management, LLC
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 324403
- Registered since
- January 17, 2023
- Website
- www.gillilandjeter.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.33%
- Individuals20.49%
- Corporations / Businesses8.79%
- Insurance Companies0.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Gilliland Jeter Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2023 and is organized as an LLC. The firm acts as a capital allocator for both individual and institutional clients, charging fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. The firm does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities56%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents9%
- State & Local Bonds7%
- Non-Exchange Traded Equities6%
Contacts
3 of 4
Patricia France
CCOCRD 1462474
Matthew Jeter
PrincipalCRD 2429347
Joseph Gilliland
Senior Portfolio StrategistCRD 1391475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$94.9M in ETFs
79%
$74.6M
8%
$20.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $10.9M | 25,570 | 11.49% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 5619 R St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Ifrah Financial Services, Inc.
RIALittle Rock, AR
By Crypto Management, LLC
RIALittle Rock, AR
Horrell Capital Management, Inc.
RIALittle Rock, AR
Meridian Investment Advisors
RIALittle Rock, AR
TMB Capital Partners, LLC
RIALittle Rock, AR
Applied Capital LLC
RIALittle Rock, AR