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Building 2WARBURTON CAPITAL MANAGEMENT, LLC

Map pinTULSA, OK
Phone918-794-3000
NotebookSEC #801-78149
Total AUM
$786.6M
Employees
7
Clients
437

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6120 S YALE AVENUE
SUITE 1010
TULSA
OK 74136
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
918-794-3000

ReceiptFinancials

Total AUM
$786.6M
Accounts
1,265
Discretionary
$783.1M
Accounts
1,260
Non-Discretionary
$3.5M
Accounts
5

ContactClients

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Individual Clients
258
AUM
$103.2M
HNW Individual Clients
158
AUM
$563.6M
Pension/Profit Sharing Plan Clients
5
AUM
$3.5M
Charitable Organization Clients
7
AUM
$74.3M
Corporation or Business Clients
9
AUM
$42M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FIXED MONTHLY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILKSNHOHOKTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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