SAGEOAK FINANCIAL, LLC
Tel: (918) 627-3700 6964 S. 69th East Ave. Tulsa, Oklahoma 74133-1738
About SAGEOAK FINANCIAL, LLC
SAGEOAK FINANCIAL, LLC is a Tulsa, Oklahoma based financial advisory firm with nearly $143,926,779 in assets under management and provides investment advisory services for 655 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
166927
Firm SEC#:
801-122855
Assets Under Management:
$143,926,779
No. of Clients:
655
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Publication of periodicals and newsletters, Education seminars/workshops, Other (TAX PREPARATION)
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