$220MM AUM | $1.2MM GDC in Oklahoma City, OK

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Oklahoma City, OK, US
Fee 0% Commission 100%
Gross Revenue
$1,250,000.00
# of Accounts
500
Avg Client Age
60
Overview

Our team primarily work with high net worth individuals, business owners, and retirees. We have approximately $220m AUM and over $1.2M in T12. The product mix is 65% fee bases (mostly discretionary) with the rest transactional. I have successfully incorporated a book in 2012.

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