OATH PLANNING, LLC

Tel: 918-200-9094 1214 East 33rd Street Tulsa, Oklahoma 74105

About OATH PLANNING, LLC

OATH PLANNING, LLC is a Tulsa, Oklahoma based financial advisory firm with nearly $200,568,164 in assets under management and provides investment advisory services for 838 clients. There are currently 6 financial advisors at the firm.

General Information
Firm CRD#:

299187

Firm SEC#:

801-128168

Assets Under Management:

$200,568,164

No. of Clients:

838

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

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