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Building 2FG WEALTH MANAGEMENT

Map pinBARTLESVILLE, OK
Phone918-336-7877
NotebookSEC #801-67382
Total AUM
$1.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 WEST FIFTH STREET
SUITE 402
BARTLESVILLE
OK 74003
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
918-336-7877

ReceiptFinancials

Total AUM
$1.2M
Accounts
79
Discretionary
$998.2K
Accounts
77
Non-Discretionary
$233.1K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
KSOKTX

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

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