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Building 2SOUTHMARK OF TULSA, INC.

Map pinTULSA, OK
Phone918-492-5541
NotebookSEC #801-60822
Total AUM
$27.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4200 EAST SKELLY DRIVE
SUITE 100
TULSA
OK 74135
USA
Operating Hours
9 AM - 4 PM
Monday - Friday
Phone
918-492-5541

ReceiptFinancials

Total AUM
$27.1M
Accounts
418
Discretionary
$26M
Accounts
391
Non-Discretionary
$1.1M
Accounts
27

ContactClients

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Services Offered
Individual Portfolio ManagementMarket TimingPension ConsultingSecurities Ratings
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AROKTX

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

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