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Building 2CHAPPELWOOD FINANCIAL SERVICES

Map pinEDMOND, OK
Phone405-348-0909
NotebookSEC #801-135860
Total AUM
$113.1M
Employees
3
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
FINANCIAL DISTRICT OF OKLAHOMA
1725 E 15TH STREET
EDMOND
OK 73013
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
405-348-0909

ReceiptFinancials

Total AUM
$113.1M
Accounts
372
Discretionary
$0
Accounts
0
Non-Discretionary
$113.1M
Accounts
372

ContactClients

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Individual Clients
148
AUM
$69.6M
HNW Individual Clients
18
AUM
$43.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial Planning
Compensation Types
Charges Hourly FeeCharges Other Fee
Other Compensation
PERCENTAGE OF ASSETS UNDER THIRD PARTY MONEY MANAGER

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

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

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