Overview
Assets Under Management: $312 million
Headquarters: EDMOND, OK
High-Net-Worth Clients: 75
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,229
Discretionary Accounts: 1,229
Regulatory Filings
CRD Number: 316872
Filing ID: 1946543
Last Filing Date: 2025-03-05 15:35:00
Website: https://tcapok.com