PERISSOS PRIVATE WEALTH MANAGEMENT
Tel: 405-212-9690 4107 N Council Rd Building A2 Bethany, Oklahoma 73008
About PERISSOS PRIVATE WEALTH MANAGEMENT
PERISSOS PRIVATE WEALTH MANAGEMENT is a Bethany, Oklahoma based financial advisory firm with nearly $164,879,652 in assets under management and provides investment advisory services for 554 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
217514
Firm SEC#:
801-129994
Assets Under Management:
$164,879,652
No. of Clients:
554
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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