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Building 2ARCHAMBO FINANCIAL ADVISORS, INC.

Map pinBARTLESVILLE, OK
Phone918-336-2222
NotebookSEC #801-120463
Total AUM
$163.1M
Employees
5
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310 SOUTH OSAGE
BARTLESVILLE
OK 74003
United States
Operating Hours
8:00 AM - 5:00 PM(M-TH); 8:00 AM - 4:00 PM (FR)
Monday - Friday
Phone
918-336-2222

ReceiptFinancials

Total AUM
$163.1M
Accounts
299
Discretionary
$146.6M
Accounts
292
Non-Discretionary
$16.5M
Accounts
7

ContactClients

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Individual Clients
147
AUM
$40.6M
HNW Individual Clients
50
AUM
$122.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OK

HandshakeAffiliates

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

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