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Building 2WARD WEALTH MANAGEMENT SERVICES, INC.

Map pinSTILLWATER, OK
Phone405-372-8440
NotebookSEC #801-68992
Total AUM
$32.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 WEST HALL OF FAME AVENUE
STILLWATER
OK 74075
United States
Operating Hours
8:30 AM - 5 PM CT
Monday - Friday
Phone
405-372-8440

ReceiptFinancials

Total AUM
$32.8M
Accounts
261
Discretionary
$32.8M
Accounts
261
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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

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