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Building 2THE ADVISORY RESOURCE GROUP, LLC

Map pinTULSA, OK
Phone918-481-1934
NotebookSEC #801-111999
Total AUM
$926.6M
Employees
13
Clients
709

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4625 E. 91ST STREET
TULSA
OK 74137
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
918-481-1934
Other Offices
3

ReceiptFinancials

Total AUM
$926.6M
Accounts
2,410
Discretionary
$756.8M
Accounts
1,629
Non-Discretionary
$169.8M
Accounts
781

ContactClients

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Individual Clients
562
AUM
$412.2M
HNW Individual Clients
147
AUM
$514.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COGAKSLAMONEOKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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