FORGE FINANCIAL
Edmond, OK
AUM
$1.46B
Wealth MgmtTrusts & Estates
Team
15 advisors
Clients
—
Fees
Percentage of AUM
405-340-1600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OK, EDMOND
4 advisers found
TRANSCENDENT CAPITAL GROUP
Edmond, OK
AUM
$360.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
405-341-9188
WTO ADVISORS, LLC
Edmond, OK
AUM
$84.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(405) 241-1400
MAIN STREET INVESTMENT MANAGEMENT
Edmond, OK
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
405-285-5566