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BERTRAND INVESTMENT STRATEGIES, L.L.C.

CRD 321651

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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