ClientFirst Wealth, Legacy & Estate Planning
Financial Services • 
Little Rock, Arkansas, United States • 1-10 Employees
Company overview
| Headquarters | 1501 N University Ave, Suite 715, Little Rock, Arkansas 72207, US |
| Phone number | +18006008416 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Financial Advisor, Wealth Management, Financial Planning, Investment Management, Investment Advisor |
| Employees | 1-10 |
| Socials |
Key Contact at ClientFirst Wealth, Legacy & Estate Planning
Tami Borland
VP Director of Operations
ClientFirst Wealth, Legacy & Estate Planning Email Formats
ClientFirst Wealth, Legacy & Estate Planning uses 2 email formats. The most common is {first initial} (e.g., j@clientfirstwm.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@clientfirstwm.com | 66.7% |
{first name} | john@clientfirstwm.com | 33.3% |
ClientFirst Wealth, Legacy & Estate Planning revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
ClientFirst Wealth, Legacy & Estate Planning has never raised funding before.
ClientFirst Wealth, Legacy & Estate Planning Tech Stack
Discover the technologies and tools that power ClientFirst Wealth, Legacy & Estate Planning's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Analytics
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Australia
United Kingdom
Spain
Frequently asked questions
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