1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HOGANTAYLOR WEALTH

Map pinTULSA, OK
Phone918.388.2690
NotebookSEC #801-71011
Total AUM
$592.8M
Employees
10
Clients
387

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2222 S. UTICA PLACE SUITE 200
TULSA
OK 74114-7000
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
918.388.2690
Other Offices
2

ReceiptFinancials

Total AUM
$592.8M
Accounts
1,294
Discretionary
$482.2M
Accounts
1,163
Non-Discretionary
$110.6M
Accounts
131

ContactClients

View more in analytics →

Individual Clients
215
AUM
$95.1M
HNW Individual Clients
164
AUM
$485.1M
Pension/Profit Sharing Plan Clients
6
AUM
$9.3M
Charitable Organization Clients
1
AUM
$3.3M
Corporation or Business Clients
1
AUM
$62.4K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCALAMONHOKTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account