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Frank Patrick White

Stephens Investment Management Group, LLC
33 Years of Experience
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Firm Information

Stephens Investment Management Group, LLC
Compensation
Fee-Only (AUM)
Number of Advisors
12 advisors
Number of Clients
174 clients
Average Client Portfolio
$43.9M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

SIMG charges fees based on a percentage of assets under management. The specific percentage varies depending on the investment strategy selected, and fees are negotiable. SIMG may also enter into asset/performance-based fee arrangements with certain qualified clients. Minimum account sizes range from $1,000,000 to $3,000,000 depending on the strategy.

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Areas of Practice
Investment ManagementHigh Net Worth

Advisor Information

Office location

9 Greenway Plaze, Houston, TX, 77046

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stephens Investment Management Group, LLC
October 2005 - Present · 20 yrs 3 mos
Previous Registrations
Stephens Broker
October 2005 - December 2023 · 18 yrs 2 mos
Stephens
October 2005 - December 2023 · 18 yrs 2 mos
Aim Private Asset Management
August 2005 - October 2005 · 2 mos
A I M Distributors, INC.Broker
June 1992 - October 2005 · 13 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.