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Building 2SCISSORTAIL WEALTH MANAGEMENT, LLC

Map pinTULSA, OK
Phone(918) 956-0500
NotebookSEC #801-114094
Total AUM
$568.2M
Employees
13
Clients
486

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1203 EAST 33RD STREET
SUITE 100
TULSA
OK 74105
United States
Operating Hours
8:30AM - 4:00PM
Monday - Friday
Phone
(918) 956-0500

ReceiptFinancials

Total AUM
$568.2M
Accounts
2,566
Discretionary
$528.5M
Accounts
2,395
Non-Discretionary
$39.6M
Accounts
171

ContactClients

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Individual Clients
403
AUM
$208.9M
HNW Individual Clients
72
AUM
$340.4M
Banking Clients
1
AUM
$3.6M
Pension/Profit Sharing Plan Clients
2
AUM
$896.3K
Insurance Company Clients
1
AUM
$3M
Corporation or Business Clients
5
AUM
$6.7M
Other Clients
2
AUM
$4.7M
Description of Other Clients
ALTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLKSNCOKPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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