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Building 2FMI

Map pinARDMORE, OK
Phone580-226-4058
NotebookSEC #801-110659
Total AUM
$318.3M
Employees
5
Clients
717

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
130 D STREET NW
ARDMORE
OK 73401
United States
Operating Hours
8AM TO 5 PM
Monday - Friday
Phone
580-226-4058

ReceiptFinancials

Total AUM
$318.3M
Accounts
1,400
Discretionary
$318.3M
Accounts
1,400
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
610
AUM
$88.4M
HNW Individual Clients
80
AUM
$146.8M
Charitable Organization Clients
4
AUM
$3.1M
Corporation or Business Clients
23
AUM
$80M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLANEOKTX

HandshakeAffiliates

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

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