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Building 2SERAPH CAPITAL ASSOCIATES, LLC

Map pinBARTLESVILLE, OK
Phone918-338-2255
NotebookSEC #801-112894
Total AUM
$90.3M
Employees
1
Clients
445

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 SE FOURTH STREET
BARTLESVILLE
OK 74003-3906
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
918-338-2255

ReceiptFinancials

Total AUM
$90.3M
Accounts
445
Discretionary
$90.3M
Accounts
445
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
211
AUM
$17.7M
HNW Individual Clients
48
AUM
$12.3M
Pooled Vehicle Clients
8
AUM
$48.8K
Pension/Profit Sharing Plan Clients
70
AUM
$13.9M
Charitable Organization Clients
17
AUM
$7.5M
Insurance Company Clients
41
AUM
$33M
Corporation or Business Clients
50
AUM
$5.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZKSMNOKSDTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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