Overview
Assets Under Management: $217 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 674
Discretionary Accounts: 674
Regulatory Filings
CRD Number: 309192
Filing ID: 1981004
Last Filing Date: 2025-04-21 08:04:00
Website: https://adaptfa.com