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Building 2L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC

Map pinOKLAHOMA CITY, OK
Phone405-286-2654
NotebookSEC #801-70792
Total AUM
$34M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2601 NW EXPRESSWAY
#110W
OKLAHOMA CITY
OK 73112
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
405-286-2654

ReceiptFinancials

Total AUM
$34M
Accounts
350
Discretionary
$34M
Accounts
350
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges 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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