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Building 2PLAN GROUP FINANCIAL, INC.

Map pinOKLAHOMA CITY, OK
Phone405-848-1099
NotebookSEC #801-118599
Total AUM
$690.3M
Employees
29
Clients
1,221

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 N.E. 82ND STREET
SUITE 200
OKLAHOMA CITY
OK 73114
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
405-848-1099
Other Offices
8

ReceiptFinancials

Total AUM
$690.3M
Accounts
3,102
Discretionary
$682.7M
Accounts
3,045
Non-Discretionary
$7.6M
Accounts
57

ContactClients

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Individual Clients
1,072
AUM
$211M
HNW Individual Clients
149
AUM
$479.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAILKSMONCNEOKTXUTWA

HandshakeAffiliates

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

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