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Building 2ADAPTATION FINANCIAL ADVISORS INC.

Map pinOKLAHOMA CITY, OK
Phone972-774-0700
NotebookSEC #801-118982
Total AUM
$233.6M
Employees
4
Clients
690

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 CEDAR LAKE BLVD
OKLAHOMA CITY
OK 73114
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
972-774-0700
Other Offices
2

ReceiptFinancials

Total AUM
$233.6M
Accounts
1,291
Discretionary
$233.6M
Accounts
1,291
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
637
AUM
$130.5M
HNW Individual Clients
53
AUM
$103.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIALANEOHOKSCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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