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Building 2RADIX FINANCIAL, LLC

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Phone405-673-5066
NotebookSEC #801-114041
Total AUM
$123.8M
Employees
1
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
405-673-5066

ReceiptFinancials

Total AUM
$123.8M
Accounts
50
Discretionary
$9.2M
Accounts
37
Non-Discretionary
$114.6M
Accounts
13

ContactClients

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Individual Clients
15
AUM
$1.4M
HNW Individual Clients
6
AUM
$16M
Charitable Organization Clients
3
AUM
$7.1M
Corporation or Business Clients
3
AUM
$99.3M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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