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Building 210ELMS LLP

Map pinTULSA, OK
Phone918-812-7998
NotebookSEC #801-131155
Total AUM
$120.6M
Employees
5
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2506-B EAST 21ST STREET
TULSA
OK 74114
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
918-812-7998
Other Offices
4

ReceiptFinancials

Total AUM
$120.6M
Accounts
182
Discretionary
$120.6M
Accounts
182
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$12M
HNW Individual Clients
19
AUM
$89.9M
Charitable Organization Clients
1
AUM
$7.3M
Corporation or Business Clients
1
AUM
$11.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMIOKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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