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Building 2MITCHELL & PAHL PRIVATE WEALTH

Map pinOKLAHOMA CITY, OK
Phone405-608-2280
NotebookSEC #801-118315
Total AUM
$449.9M
Employees
4
Clients
226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 NW 71ST STREET
SUITE 4
OKLAHOMA CITY
OK 73116
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
405-608-2280

ReceiptFinancials

Total AUM
$449.9M
Accounts
920
Discretionary
$410.1M
Accounts
528
Non-Discretionary
$39.9M
Accounts
392

ContactClients

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Individual Clients
136
AUM
$48.6M
HNW Individual Clients
89
AUM
$394.5M
Charitable Organization Clients
1
AUM
$6.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANEOKTX

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

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