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C. VICTOR COATES, C.P.A.
PONCA CITY, OK
580-762-7537
SEC #801-56893Total AUM
$32.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1223 E HIGHLAND
SUITE 314
PONCA CITY
OK 74601
United States
SUITE 314
PONCA CITY
OK 74601
United States
Operating Hours
8:00AM TO5:00 PM
Monday - Friday
Monday - Friday
Phone
580-762-7537
Financials
Total AUM
$32.9M
Accounts
114Discretionary
$32.9M
Accounts
114Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OK
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.