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UISONET
405-465-6750
SEC #801-121230Total AUM
$28K
Employees
1Clients
3Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
405-465-6750
Financials
Total AUM
$28K
Accounts
2Discretionary
$28K
Accounts
2Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3AUM
$28K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.