Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Oklahoma City, OK, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$221,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
480
Avg Client Age
56
Overview

We are a $220million AUM firm I would like to stay abreast of the opportunities in the marketplace, especially in the state of Oklahoma. We are wealth managers and mostly work with clients with $1-$10 million net worths. We strongly believe in utilizing academic research into our investment strategies and avoid stock picking and market timing.

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