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Building 2VAULT WEALTH STRATEGIES, LLC

Map pinNORMAN, OK
Phone405-928-4422
NotebookSEC #801-110614
Total AUM
$3M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
617 24TH AVENUE SW
NORMAN
OK 73069
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
405-928-4422

ReceiptFinancials

Total AUM
$3M
Accounts
15
Discretionary
$2.9M
Accounts
13
Non-Discretionary
$100K
Accounts
2

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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