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Building 2ROSS ALAN BLAIR

Map pinTULSA, OK
Phone918-749-0521
NotebookSEC #801-12461
Total AUM
$93.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2519 EAST 21ST STREET
TULSA
OK 74114
USA
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
918-749-0521

ReceiptFinancials

Total AUM
$93.3M
Accounts
571
Discretionary
$83.2M
Accounts
288
Non-Discretionary
$10.1M
Accounts
283

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OK

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

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