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Building 2OATH PLANNING, LLC

Map pinTULSA, OK
Phone888-534-4330
NotebookSEC #801-128168
Total AUM
$284.7M
Employees
8
Clients
502

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1214 EAST 33RD STREET
TULSA
OK 74105
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
888-534-4330
Other Offices
2

ReceiptFinancials

Total AUM
$284.7M
Accounts
1,104
Discretionary
$284.7M
Accounts
1,104
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
444
AUM
$161.6M
HNW Individual Clients
58
AUM
$123.1M

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

None reported

State Registrations
ARAZCACOCTFLIAILINKSKYMEMIMOMSNCNENYOHOKPASCTNTXUTVAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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