Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oklahoma > durant > GADDIS PREMIER WEALTH ADVISORS LLC
GADDIS PREMIER WEALTH ADVISORS LLC
202 W Main
Durant, Oklahoma 74701
Tel: 580-745-8133
About GADDIS PREMIER WEALTH ADVISORS LLC
GADDIS PREMIER WEALTH ADVISORS LLC, formally registered with the SEC as GADDIS PREMIER WEALTH ADVISORS LLC. The firm was established in 05/31/2022. They have over 8 offices throughout the country.
GADDIS PREMIER WEALTH ADVISORS LLC is a Durant, Oklahoma based Financial Planning firm with nearly $278,595,209 assets under management, offering retirement planning & investment advisory services to 1907 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317837 |
| SEC# | 801-125772 |
| Assets Managed by Firm | $278,595,209 |
| No. of Clients | 1907 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1907 | $278,595,209 |
| Individuals (other than high net worth individuals) | 996 | $155,258,505 |
| High net worth individuals | 93 | $122,270,888 |
| Charitable organizations | 5 | $1,065,816 |
More Retirement Planning firms in Durant, Oklahoma:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Durant, Oklahoma