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SAGEOAK FINANCIAL, LLC
TULSA, OK
(918) 627-3700
SEC #801-122855Total AUM
$174.8M
Employees
3Clients
266Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6120 S YALE AVE SUITE 100
TULSA
OK 74136-4213
United States
TULSA
OK 74136-4213
United States
Operating Hours
BY APPOINTMENT ONLY
M-TH 8:30AM-4:30PM; F 8:30-3:30PM
M-TH 8:30AM-4:30PM; F 8:30-3:30PM
Phone
(918) 627-3700
Other Offices
1
Financials
Total AUM
$174.8M
Accounts
690Discretionary
$174.8M
Accounts
690Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
212AUM
$81.3M
HNW Individual Clients
51AUM
$90.2M
Pension/Profit Sharing Plan Clients
1AUM
$2.3M
Charitable Organization Clients
1AUM
$953.4K
Corporation or Business Clients
1AUM
$61.9K
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF CLIENT NET WORTH
Compliance
Disclosures
None reported
State Registrations
GALAOKTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.