← Back to searchVisit website
BERTRAND INVESTMENT STRATEGIES, L.L.C.
CRD 321651
9909 S. PENNSYLVANIA AVE., OKLAHOMA CITY, OK, 73159, United States
Phone
405-703-3800
Fax
405-703-3803
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps; 250 broker-dealer reps
Clients
0
Fees
REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
Yes
Services
Selection of other advisers
All web addresses on file
Official SEC filing: View on IAPD