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Building 2L&S PRIVATE WEALTH, LLC

Map pinOKLAHOMA CITY, OK
Phone405-614-3106
NotebookSEC #801-135134
Total AUM
$108.5M
Employees
1
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3030 NW EXPRESSWAY
SUITE 700
OKLAHOMA CITY
OK 73112
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
405-614-3106

ReceiptFinancials

Total AUM
$108.5M
Accounts
158
Discretionary
$108.5M
Accounts
158
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
74
AUM
$24.7M
HNW Individual Clients
27
AUM
$50.7M
Corporation or Business Clients
1
AUM
$33.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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

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