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THE ADVISORY RESOURCE GROUP, LLC
CRD 290110 · SEC 801-111999
4625 E. 91ST STREET, TULSA, OK, 74137, United States
Phone
918-481-1934
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$926.6M
Discretionary AUM
$756.8M
Team
13 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 562 | $412.2M |
| High net worth individuals | 147 | $514.4M |
States served
CO, GA, KS, LA, NE, OK, MO, TX
All web addresses on file
Official SEC filing: View on IAPD