COUNCIL OAK WEALTH ADVISORS - Financial Advisor in Oklahoma, Tulsa

Tel: 918-984-9110 8801 S. Yale Avenue Suite 420 Tulsa, Oklahoma 74137

About COUNCIL OAK WEALTH ADVISORS

COUNCIL OAK WEALTH ADVISORS is a Tulsa, Oklahoma based financial advisory firm with nearly $391,018,952 in assets under management and provides investment advisory services for 886 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

297180

Firm SEC#:

801-113403

Assets Under Management:

$391,018,952

No. of Clients:

886

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other (ADVISORY CONSULTING AND WEALTH MANAGEMENT PROGRAM)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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