Overview
Assets Under Management: $201 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 35
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.13
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 838
Discretionary Accounts: 838
Regulatory Filings
CRD Number: 299187
Filing ID: 1950711
Last Filing Date: 2025-03-05 10:14:00
Website: https://oathplanning.com