$40MM AUM | $375,000 GDC in Tulsa, OK

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Tulsa, OK, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$375,000.00
# of Accounts
100
Avg Client Age
55
Overview

We have offices in Dallas, TX, Tulsa, OK and Oklahoma City OK. We use Dimensional Funds through Loring Ward and can custody at Schwab, Fidelity, Pershing and TD. Additionally we have deep experience in municipal bonds. We offer financial planning and have the ability to do insurance products where/when needed as well.

We are looking to add like minded advisors who are either interested in retiring/selling immediately or would like to sell and still work for a while before retiring. Our RIA is a wholly owned subsidiary of a successful regional B/D. For younger advisors who might be interested, there is an opportunity to buy into the B/D partnership as older partners retire.

We are open to any and all conversations to see if we are a fit.

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