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Building 2PERISSOS PRIVATE WEALTH MANAGEMENT

Map pinBETHANY, OK
Phone405-212-9690
NotebookSEC #801-129994
Total AUM
$167.1M
Employees
2
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4107 N COUNCIL RD BUILDING A2
BETHANY
OK 73008
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
APPOINTMENT ONLY
Phone
405-212-9690
Other Offices
2

ReceiptFinancials

Total AUM
$167.1M
Accounts
550
Discretionary
$167.1M
Accounts
550
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
152
AUM
$60.1M
HNW Individual Clients
38
AUM
$83M
Investment Advisor Clients
72
AUM
$22.2M
Corporation or Business Clients
2
AUM
$1.7M

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
FLLANEOKTX

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

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