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Building 2MELIORA CAPITAL

Map pinTULSA, OK
Phone918-619-6710
NotebookSEC #801-118537
Total AUM
$174.8M
Employees
3
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5314 S. YALE AVE.
SUITE 200
TULSA
OK 74135
United States
Operating Hours
8AM-5PM CENTRAL
Monday - Friday
Phone
918-619-6710

ReceiptFinancials

Total AUM
$174.8M
Accounts
246
Discretionary
$81.9M
Accounts
220
Non-Discretionary
$92.9M
Accounts
26

ContactClients

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Individual Clients
63
AUM
$7.7M
HNW Individual Clients
38
AUM
$163.9M
Charitable Organization Clients
2
AUM
$3.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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

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