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EGP Wealth Management, LLC

Headquartered in NORTH LITTLE ROCK, AR

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Firm Information

EGP Wealth Management, LLC is an investment advisor registered with the SEC that manages $28,863,224 in assets for 120 clients. The firm offers financial planning and portfolio management services for individuals and pension plans. They specialize in working with high-net-worth individuals, trusts, and pension and profit-sharing plans.

EGP Wealth Management, LLC

$28.86M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

EGP WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

NORTH LITTLE ROCK, AR

Advisors at EGP Wealth Management, LLC

View All 4 Advisors
Unclaimed
Lindsey Leigh Baker

RA

NORTH LITTLE ROCK, AR

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Angela Yvette Frazier

RA

NORTH LITTLE ROCK, AR

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Unclaimed
Joe Kersey

RA

NORTH LITTLE ROCK, AR

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Unclaimed
Colin Flinn Gorman

PFS®, RA

NORTH LITTLE ROCK, AR

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Disclosures

There are no public disclosures for EGP Wealth Management, LLC.

Frequently Asked Questions (6)

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