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INVESTMENT STRATEGIES, LLC
CRD 140739
932 SW 107TH ST, SUITE 200, OKLAHOMA CITY, OK, 73170, United States
Phone
405-703-3858
Fax
405-578-6087
Registration
— (—)
Source
State registered
Total AUM
$6.7M
Discretionary AUM
$6.4M
Team
2 total employees; 2 advisory reps; 437 broker-dealer reps
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
Yes
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $5.0M |
| High net worth individuals | 7 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD