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Building 2FOURPATH CAPITAL MANAGEMENT, LLC

Map pinOKLAHOMA CITY, OK
Phone(405) 253-6080
NotebookSEC #801-120960
Total AUM
$1.1B
Employees
6
Clients
821

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4727 GAILLARDIA PARKWAY
SUITE 120
OKLAHOMA CITY
OK 73142
United States
Operating Hours
8:30 AM TO 4:30 PM CT
Monday - Friday
Phone
(405) 253-6080

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,334
Discretionary
$758.6M
Accounts
1,488
Non-Discretionary
$300.1M
Accounts
846

ContactClients

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Individual Clients
557
AUM
$189.6M
HNW Individual Clients
212
AUM
$675M
Pension/Profit Sharing Plan Clients
11
AUM
$23.5M
Charitable Organization Clients
12
AUM
$22.9M
Corporation or Business Clients
29
AUM
$147.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLKSLAMONENMNYOKTXWA

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

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