Overview
Assets Under Management: $1.6 billion
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 6
Average Client Assets: $105 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: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.52
Average High-Net-Worth Client Assets: $105 million
Total Client Accounts: 5,871
Discretionary Accounts: 5,871
Regulatory Filings
CRD Number: 104511
Filing ID: 1946362
Last Filing Date: 2025-03-24 14:26:00
Website: https://tjim.com