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Building 2BIVIN & ASSOCIATES, INC.

Map pinPONCA CITY, OK
Phone580-762-1121
NotebookSEC #801-121511
Total AUM
$129M
Employees
6
Clients
358

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
412 S. 14TH
PONCA CITY
OK 74601
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
580-762-1121

ReceiptFinancials

Total AUM
$129M
Accounts
478
Discretionary
$129M
Accounts
478
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
267
AUM
$56.7M
HNW Individual Clients
88
AUM
$71.4M
Charitable Organization Clients
1
AUM
$26.8K
Corporation or Business Clients
2
AUM
$929.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KSLAOKTX

HandshakeAffiliates

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

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