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John Satterfield

40 Years of Experience
Little Rock, AR
Broker

John Satterfield is a registered investment advisor at Amuni Financial, INC., based in Little Rock, AR, with 40 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 283 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
Number of Clients
283 clients
Average Client Portfolio
$688K average
Assets Under Management
$194.6M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee is generally up to 3.00% depending on the selected program. Fees are negotiable based on account size and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1501 N University Ave, Suite 330, Little Rock, AR, 72207

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History

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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Other Business Activities

John is a co-owner of Clout Services LLC, a package delivery company, since 2021. He spends a few hours per week on operations, bookkeeping, receiving, and delivery.

Employment History
Current Registrations
Amuni Financial, INC.
December 2018 - Present · 7 yrs 10 mos
Amuni Financial, INC.Broker
January 1993 - Present · 33 yrs 9 mos
Previous Registrations
Powell & Satterfield, INC.Broker
November 1985 - December 1992 · 7 yrs 1 mo
State Registrations15 states
ARCTFLGAILLAMDMEMOMSNYPATNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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