Overview
Assets Under Management: $931 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 172
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,197
Discretionary Accounts: 1,134
Non-Discretionary Accounts: 1,063
Regulatory Filings
CRD Number: 313573
Last Filing Date: 2025-02-20 00:00:00
Website: https://fourpath.com