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Building 2GADDIS PREMIER WEALTH ADVISORS LLC

Map pinDURANT, OK
Phone580-745-8133
NotebookSEC #801-125772
Total AUM
$368.5M
Employees
16
Clients
1,460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
202 W MAIN
DURANT
OK 74701
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
580-745-8133
Other Offices
8

ReceiptFinancials

Total AUM
$368.5M
Accounts
2,155
Discretionary
$368.5M
Accounts
2,155
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,240
AUM
$181.6M
HNW Individual Clients
218
AUM
$186.7M
Charitable Organization Clients
2
AUM
$300.1K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAILKSLAMNMONENMOKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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