2901 South Bryant Avenue
Edmond, Oklahoma 73013
Tel: 405-340-1600
SHAW FINANCIAL SERVICES, formally registered with the SEC as SHAW FINANCIAL SERVICES. The firm was established in 01/15/2020. They have over 2 offices throughout the country.
SHAW FINANCIAL SERVICES is a Edmond, Oklahoma based Financial Planning firm with nearly $854,028,314 assets under management, offering retirement planning & investment advisory services to 5789 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 306480 |
SEC# | 801-117938 |
Assets Managed by Firm | $854,028,314 |
No. of Clients | 5789 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5789 | $854,028,314 |
Individuals (other than high net worth individuals) | 3125 | $440,715,619 |
High net worth individuals | 706 | $411,033,091 |
Pension and profit sharing plans | Fewer than 5 clients | $607,462 |
Charitable organizations | Fewer than 5 clients | $74,737 |
Corporations or other businesses | 7 | $1,597,405 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,643,156,437 | 2223 | 49 | |
$5,687,316,000 | 61 | 9 | |
$5,373,195,683 | 5 | 17 | |
$4,258,161,897 | 2625 | 59 | |
$3,769,638,990 | 4629 | 114 |
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