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Building 2COUNCIL OAK WEALTH ADVISORS

Map pinTULSA, OK
Phone918-984-9110
NotebookSEC #801-113403
Total AUM
$529.4M
Employees
6
Clients
378

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8801 S. YALE AVENUE
SUITE 420
TULSA
OK 74137
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
918-984-9110
Other Offices
1

ReceiptFinancials

Total AUM
$529.4M
Accounts
1,115
Discretionary
$456.7M
Accounts
1,018
Non-Discretionary
$72.6M
Accounts
97

ContactClients

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Individual Clients
253
AUM
$84M
HNW Individual Clients
117
AUM
$426.5M
Charitable Organization Clients
8
AUM
$18.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING AND WEALTH MANAGEMENT PROGRAM
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLKSNHOKTX

HandshakeAffiliates

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

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