310 South Osage
Bartlesville, Oklahoma 74003
Tel: 918-336-2222
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 129927 |
SEC# | 801-120463 |
Assets Managed by Firm | $157,978,905 |
No. of Clients | 215 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 215 | $157,978,905 |
Individuals (other than high net worth individuals) | 170 | $60,186,352 |
High net worth individuals | 45 | $97,792,553 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,569,058,289 | 2265 | 50 | |
$10,174,416,057 | 84 | 17 | |
$6,272,435,135 | 6 | 17 | |
$5,501,719,930 | 6518 | 59 | |
$5,015,687,471 | 10586 | 101 |
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