$40MM AUM | $450,000 GDC in Norman, OK

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Norman, OK, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$450,000.00
# of Accounts
325
Avg Client Age
50
Overview

An independent Registered Investment Advisor providing investment advice and implementation to individuals and retirement plans. Financial, tax, insurance and estate planning also provided to individuals and corporations. Target market is the management of 401a and 403b plans for University of Oklahoma professors and admin.

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