Conger Wealth Management (Little Rock)

Name: Conger Wealth Management
Address: 2300 Andover Court, Little Rock, AR, 72227
Telephone: 501-374-1174

Conger Wealth Management is an adviser based in Little Rock. It manages $47.92 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Arkansas.

Conger Wealth Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Conger Wealth Management: assets under management

The assets under management (AUM) of Conger Wealth Management is $47.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.04 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Conger Wealth Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Conger Wealth Management

Cynthia Lynne Conger has been acting as President since 1 Feb 1989. Melissa Elise Mccauley joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cynthia Lynne Conger	President	1 Feb 1989	75% - 100%	1203931
Melissa Elise Mccauley	Chief compliance officer	1 Dec 2005	Other	5008455

Based in Little Rock

The principal office where Conger Wealth Management performs its advisory services is located at 2300 Andover Court, Little Rock, AR 72227, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 501-374-1174 or by fax 501-225-7274. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.congerwealthmanagement.com.