$100MM AUM | $650,000 GDC in Broken Arrow, OK

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Broken Arrow, OK, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$650,000.00
# of Accounts
500
Avg Client Age
55
Overview

We are a small tight knit group of advisors, across a spectrum of ages, with a common philosophy about how we work with our clients. The care that we show to our clients has resulted in lasting multigenerational relationships. We have a significant presence in Oklahoma, and Texas, but have a client base across the country.

We operate in a brokerage and advisory capacity around the clients needs, but trend towards operating in an advisory capacity.

We are looking to expand regionally, and have successfully integrated multiple practices through acquisition previously with exceptional client retention rates.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...