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MACH-1 FINANCIAL GROUP, LLC
CRD 298195 · SEC 801-118093
1001 S. 52ND STREET, SUITE 100, ROGERS, AR, 72758, United States
Phone
479-876-2100
Fax
479-876-2960
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$546.3M
Discretionary AUM
$546.3M
Team
20 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ACCESS TO ESTATE AND TAX PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1405 | $300.8M |
| High net worth individuals | 161 | $241.6M |
States served
AL, AR, CA, GA, IL, KS, KY, LA, MN, NE, NC, OK, SC, TN, WI, MO, TX, FL
All web addresses on file
- https://mach-1financial.com/
- https://www.facebook.com/Mach1Financial/
- https://x.com/mach1financial
- https://www.youtube.com/@Mach1Financial
- https://www.linkedin.com/company/mach1financial/
- https://www.youtube.com/@TheMarketMoment
- https://www.instagram.com/mach1financialgroup
- https://www.instagram.com/themarketmoment/
Official SEC filing: View on IAPD