WARBURTON CAPITAL MANAGEMENT, LLC - Financial Advisor in Oklahoma, Tulsa

Tel: 918-794-3000 6120 S Yale Avenue Suite 1010 Tulsa, Oklahoma 74136

About WARBURTON CAPITAL MANAGEMENT, LLC

WARBURTON CAPITAL MANAGEMENT, LLC is a Tulsa, Oklahoma based financial advisory firm with nearly $701,084,221 in assets under management and provides investment advisory services for 1226 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

141969

Firm SEC#:

801-78149

Assets Under Management:

$701,084,221

No. of Clients:

1226

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Other (FIXED MONTHLY FEES)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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2265

$11,569,058,289

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6518

$5,501,719,930

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283878

801-107803

$3,464,024,447

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801-113252

498

$862,109,541

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