Overview
Assets Under Management: $185 million
Headquarters: EDMOND, OK
High-Net-Worth Clients: 2
Average Client Assets: $64 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.55
Average High-Net-Worth Client Assets: $64 million
Total Client Accounts: 786
Discretionary Accounts: 786
Regulatory Filings
CRD Number: 145570
Filing ID: 1975907
Last Filing Date: 2025-04-11 15:25:00
Website: https://hugheswarren.com