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Building 2G. DEWAYNE MCANALLY

Map pinOKLAHOMA CITY, OK
Phone405-728-1649
NotebookSEC #801-125817
Total AUM
$170.1M
Employees
6
Clients
401

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5120 GAILLARDIA CORPORATE PL.
SUITE B
OKLAHOMA CITY
OK 73142
United States
Operating Hours
MON-THR 8:30 AM - 5:00 PM; FRI 8:30 AM -3:00 PM
Monday - Friday
Phone
405-728-1649

ReceiptFinancials

Total AUM
$170.1M
Accounts
904
Discretionary
$170.1M
Accounts
904
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
341
AUM
$76.4M
HNW Individual Clients
58
AUM
$85.6M
Charitable Organization Clients
1
AUM
$47.6K
Corporation or Business Clients
1
AUM
$8.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
NEOKTX

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

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