V
$17.6M Total AUM
$17.6M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-03-1995
- Office Locations
- 1
Office Locations
Prospect Building 1501 N. University, Ste. 760 Little Rock AR
About Valuepoint Partners, Inc.
Valuepoint Partners, Inc. is a Little Rock-based RIA. The firm has been operating for 31 years. Managing $17.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
71 AVG AGE
$17.6M AVG AUM / ADVISOR
$766.0K AVG AUM / CLIENT
31.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
E
ELIJAH WASHINGTON CUNNINGHAM
President
- CRD
- #712355
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,618,640 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,618,640 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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