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Building 2BURKHOLDER WEALTH MANAGEMENT

Map pinTULSA, OK
Phone918-727-7100
NotebookSEC #801-128555
Total AUM
$379.9M
Employees
8
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5014 E 101ST STREET
SUITE 200
TULSA
OK 74137
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
918-727-7100
Other Offices
1

ReceiptFinancials

Total AUM
$379.9M
Accounts
920
Discretionary
$379.9M
Accounts
920
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
114
AUM
$28.8M
HNW Individual Clients
152
AUM
$346.8M
Pension/Profit Sharing Plan Clients
1
AUM
$769K
Charitable Organization Clients
1
AUM
$3.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCALAOKTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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