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Building 2EVERPAR ADVISORS LLC

Map pinTULSA, OK
Phone918-221-9290
NotebookSEC #801-128638
Total AUM
$587.8M
Employees
9
Clients
252

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2431 E. 61ST STREET
SUITE 825
TULSA
OK 74136
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
918-221-9290

ReceiptFinancials

Total AUM
$587.8M
Accounts
937
Discretionary
$587.8M
Accounts
937
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$33.4M
HNW Individual Clients
140
AUM
$525.9M
Charitable Organization Clients
1
AUM
$24.9M
Corporation or Business Clients
1
AUM
$3.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLAMONMOKTX

HandshakeAffiliates

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

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