SUSTAINABLE ADVISORS ALLIANCE LLC - Financial Advisor in Oklahoma, Tulsa

Tel: 918-408-7981 36 E Cameron Street Tulsa, Oklahoma 74103

About SUSTAINABLE ADVISORS ALLIANCE LLC

SUSTAINABLE ADVISORS ALLIANCE LLC is a Tulsa, Oklahoma based financial advisory firm with nearly $187,226,580 in assets under management and provides investment advisory services for 771 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

312061

Firm SEC#:

801-120088

Assets Under Management:

$187,226,580

No. of Clients:

771

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (ON-GOING FINANCIAL PLANNING)

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