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Building 2FIRST INVESTMENT CORPORATION

Map pinBARTLESVILLE, OK
Phone918-337-2045
NotebookSEC #801-24481
Total AUM
$55.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
309 SE FRANK PHILLIPS BLVD.
BARTLESVILLE
OK 74003
United States
Operating Hours
8:30 - 4:00 MON-THUR & 8:30 - 3:00 FRI
Monday - Friday
Phone
918-337-2045

ReceiptFinancials

Total AUM
$55.8M
Accounts
475
Discretionary
$55.7M
Accounts
443
Non-Discretionary
$114.6K
Accounts
32

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLKSOKTX

HandshakeAffiliates

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

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