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Home > Retirement Planners > oklahoma > edmond > HUGHES WARREN, INC.
HUGHES WARREN, INC.
16350 Muirfield Place
Edmond, Oklahoma 73013
Tel: 405-418-4080
About HUGHES WARREN, INC.
HUGHES WARREN, INC, formally registered with the SEC as HUGHES WARREN, INC. The firm was established in 05/22/2018. They have over 1 offices throughout the country.
HUGHES WARREN, INC. is a Edmond, Oklahoma based Financial Planning firm with nearly $185,440,000 assets under management, offering retirement planning & investment advisory services to 786 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145570 |
| SEC# | 801-113240 |
| Assets Managed by Firm | $185,440,000 |
| No. of Clients | 786 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 786 | $185,440,000 |
| Individuals (other than high net worth individuals) | 293 | $128,980,000 |
| High net worth individuals | 38 | $56,460,000 |
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|---|---|---|---|
| $11,569,058,289 | 2265 | 50 | |
| $10,174,416,057 | 84 | 17 | |
| $6,272,435,135 | 6 | 17 | |
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| $5,015,687,471 | 10586 | 101 |
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