Overview
Assets Under Management: $809 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 141
Average Client Assets: $3 million
Frequently Asked Questions
THE ADVISORY RESOURCE GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290110), THE ADVISORY RESOURCE GROUP, LLC is subject to fiduciary duty under federal law.
THE ADVISORY RESOURCE GROUP, LLC is headquartered in TULSA, OK.
THE ADVISORY RESOURCE GROUP, LLC serves 141 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, THE ADVISORY RESOURCE GROUP, LLC offers portfolio management for individuals. View all service details ↓
THE ADVISORY RESOURCE GROUP, LLC manages $809 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, THE ADVISORY RESOURCE GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.08
Average High-Net-Worth Client Assets: $3 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