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Building 2FULL SAIL CAPITAL, LLC

Map pinOKLAHOMA CITY, OK
Phone(405) 286-2100
NotebookSEC #801-112427
Total AUM
$2B
Employees
15
Clients
627

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
124 N.W. 10TH ST
OKLAHOMA CITY
OK 73103
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(405) 286-2100

ReceiptFinancials

Total AUM
$2B
Accounts
1,688
Discretionary
$2B
Accounts
1,663
Non-Discretionary
$23.7M
Accounts
25

ContactClients

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Individual Clients
236
AUM
$72.6M
HNW Individual Clients
364
AUM
$1.7B
Pension/Profit Sharing Plan Clients
2
AUM
$4.5M
Charitable Organization Clients
12
AUM
$93.2M
Government Entity Clients
1
AUM
$112.8M
Corporation or Business Clients
12
AUM
$94.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLNEOKTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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