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Building 2OAK CREEK PRIVATE WEALTH MANAGEMENT LLC

Map pinTULSA, OK
Phone704-904-5721
NotebookSEC #801-130253
Total AUM
$4.3M
Employees
1
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1616 EAST 15TH STREET
TULSA
OK 74120
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
704-904-5721

ReceiptFinancials

Total AUM
$4.3M
Accounts
11
Discretionary
$4.3M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$605K
HNW Individual Clients
4
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OK

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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