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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in OK, BARTLESVILLE

3 advisers found

Bartlesville, OK

AUM

$274.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

13 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

(918) 338-2255

Bartlesville, OK

AUM

$34.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM

(918) 214-8858

Bartlesville, OK

AUM

$90.3M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM

918-338-2255