Overview
Assets Under Management: $299 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 224
Discretionary Accounts: 196
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 329961
Last Filing Date: 2024-10-25 00:00:00
Website: https://relationwealth.com