Overview
Assets Under Management: $150 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Frequently Asked Questions
XXEC INC 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 #108886), XXEC INC is subject to fiduciary duty under federal law.
XXEC INC is headquartered in TULSA, OK.
XXEC INC serves 41 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, XXEC INC offers portfolio management for individuals. View all service details ↓
XXEC INC manages $150 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, XXEC INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.53
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 85
Discretionary Accounts: 85
Regulatory Filings
CRD Number: 108886
Last Filing Date: 2025-02-27 00:00:00
Website: https://ferimc.com