$300MM AUM | $1.5MM GDC in Oklahoma City, OK

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Oklahoma City, OK, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
1,200
Avg Client Age
50
Overview

We are fiduciary advisers with 5 Certified Financial Planner(r) practitioners, an in-house lawyer compliance officer, and a team of staff people who are committed to taking care of people. We are interested in mergers/succession opportunities where we can use our experience and depth to enhance the seller/merger business plan. Financial Planning is at the core of what we do and who we are.

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