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Building 2REVO FINANCIAL, LLC

Map pinBARTLESVILLE, OK
Phone918-336-7877
NotebookSEC #801-132034
Total AUM
$135.4M
Employees
3
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 W. 5TH STREET
#402
BARTLESVILLE
OK 74003
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
918-336-7877

ReceiptFinancials

Total AUM
$135.4M
Accounts
299
Discretionary
$120.3M
Accounts
282
Non-Discretionary
$15.2M
Accounts
17

ContactClients

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Individual Clients
132
AUM
$29.8M
HNW Individual Clients
34
AUM
$105.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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