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Building 2RETIREMENT INVESTMENT ADVISORS INC

Map pinOKLAHOMA CITY, OK
Phone405-842-3443
NotebookSEC #801-43702
Total AUM
$1.5B
Employees
15
Clients
1,431

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2925 UNITED FOUNDERS BLVD
OKLAHOMA CITY
OK 73112
United States
Operating Hours
M-TH 8A-5:30P, F 8A-2P
Monday - Friday
Phone
405-842-3443
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
3,444
Discretionary
$1.5B
Accounts
3,444
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
996
AUM
$413.1M
HNW Individual Clients
403
AUM
$1B
Pension/Profit Sharing Plan Clients
14
AUM
$24.4M
Charitable Organization Clients
18
AUM
$25.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALARAZCACOFLGAKSMIMOMTNCNVOKPATNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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