Overview
Assets Under Management: $163 million
Headquarters: BARTLESVILLE, OK
High-Net-Worth Clients: 50
Average Client Assets: $2.5 million
Frequently Asked Questions
ARCHAMBO FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129927), ARCHAMBO FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
ARCHAMBO FINANCIAL ADVISORS, INC. is headquartered in BARTLESVILLE, OK.
ARCHAMBO FINANCIAL ADVISORS, INC. serves 50 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, ARCHAMBO FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
ARCHAMBO FINANCIAL ADVISORS, INC. manages $163 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, ARCHAMBO FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.12%
Average Client Assets: $2.5 million
Total Client Accounts: 299
Discretionary Accounts: 292
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 129927
Filing ID: 2073565
Last Filing Date: 2026-03-23 10:08:58