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ARCHAMBO FINANCIAL ADVISORS, INC.

310 South Osage
Bartlesville, Oklahoma 74003
Tel: 918-336-2222

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About ARCHAMBO FINANCIAL ADVISORS, INC.

ARCHAMBO FINANCIAL ADVISORS, INC, formally registered with the SEC as ARCHAMBO FINANCIAL ADVISORS, INC. The firm was established in 03/08/2021. They have over 1 offices throughout the country.

ARCHAMBO FINANCIAL ADVISORS, INC. is a Bartlesville, Oklahoma based Financial Planning firm with nearly $157,978,905 assets under management, offering retirement planning & investment advisory services to 215 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#129927
SEC#801-120463
Assets Managed by Firm$157,978,905
No. of Clients215
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total215$157,978,905
Individuals (other than high net worth individuals)170$60,186,352
High net worth individuals45$97,792,553

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