1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HERNDON PLANT OAKLEY LTD

Map pinCORPUS CHRISTI, TX
Phone361-888-7611
NotebookSEC #801-55675
Total AUM
$59.1M
Employees
10
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 N. SHORELINE BLVD
SUITE 2200 SOUTH
CORPUS CHRISTI
TX 78401
United States
Operating Hours
8:00A.M - 5:00P.M
Monday - Friday
Phone
361-888-7611

ReceiptFinancials

Total AUM
$59.1M
Accounts
119
Discretionary
$59.1M
Accounts
119
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
COFLILKSNCOKTXUTVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account