BURKHOLDER WEALTH MANAGEMENT
Tel: 918-727-7100 5014 E 101st Street Suite 100 Tulsa, Oklahoma 74137
About BURKHOLDER WEALTH MANAGEMENT
BURKHOLDER WEALTH MANAGEMENT is a Tulsa, Oklahoma based financial advisory firm with nearly $144,000,000 in assets under management and provides investment advisory services for 165 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
305300
Firm SEC#:
801-128555
Assets Under Management:
$144,000,000
No. of Clients:
165
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Other (ROBO ADVISOR)
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