Overview
Assets Under Management: $809 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 6
Average Client Assets: $59 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.92
Average High-Net-Worth Client Assets: $59 million
Total Client Accounts: 2,320
Discretionary Accounts: 1,563
Non-Discretionary Accounts: 757
Regulatory Filings
CRD Number: 290110
Filing ID: 1945470
Last Filing Date: 2025-03-25 12:12:00
Website: https://cpfguide.com