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Building 2BFG WEALTH

Map pinEDMOND, OK
Phone405-341-9245
NotebookSEC #801-112746
Total AUM
$182.4M
Employees
4
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2569 S KELLY AVE
STE 110
EDMOND
OK 73013
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
405-341-9245

ReceiptFinancials

Total AUM
$182.4M
Accounts
246
Discretionary
$159.3M
Accounts
240
Non-Discretionary
$23.1M
Accounts
6

ContactClients

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Individual Clients
44
AUM
$15.4M
HNW Individual Clients
56
AUM
$142.8M
Pension/Profit Sharing Plan Clients
6
AUM
$23.1M
Insurance Company Clients
1
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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

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