Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
688 days old
General
Location
Claremore, OK, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$275,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
240
Avg Client Age
60
Overview

We are a regional boutique firm with offices in Tulsa, Oklahoma City and Bartlesville Oklahoma. We are a planning and fiduciary management oriented firm with a CPA and a Certified Trust Financial Advisor on our team. We are looking for advisors whose main concern is transitioning clients to a platform where those clients’s passions and interest come first.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...