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Building 2SUSTAINABLE ADVISORS ALLIANCE LLC

Map pinTULSA, OK
Phone918-408-7981
NotebookSEC #801-120088
Total AUM
$234.8M
Employees
8
Clients
561

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 N CHEYENNE AVE
SUITE 406
TULSA
OK 74103
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
918-408-7981
Other Offices
6

ReceiptFinancials

Total AUM
$234.8M
Accounts
1,080
Discretionary
$223.3M
Accounts
1,044
Non-Discretionary
$11.5M
Accounts
36

ContactClients

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Individual Clients
465
AUM
$83M
HNW Individual Clients
94
AUM
$146.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Charitable Organization Clients
1
AUM
$4.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ON-GOING FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILLAMAMDMNNCNHNYOKORPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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