PERISSOS PRIVATE WEALTH MANAGEMENT - Financial Advisor in Oklahoma, Bethany

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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