SAGEOAK FINANCIAL, LLC - Financial Advisor in Oklahoma, Tulsa

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH)

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