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Building 2COMPREHENSIVE FINANCIAL PLANNING INC

Map pinOKLAHOMA CITY, OK
Phone405-879-1117
NotebookSEC #801-31935
Total AUM
$176M
Employees
2
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2919 UNITED FOUNDERS BLVD.
OKLAHOMA CITY
OK 73112
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
405-879-1117

ReceiptFinancials

Total AUM
$176M
Accounts
328
Discretionary
$0
Accounts
0
Non-Discretionary
$176M
Accounts
328

ContactClients

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Individual Clients
93
AUM
$115.8M
HNW Individual Clients
7
AUM
$60.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly 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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