Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oklahoma > oklahoma city > CAPTION MANAGEMENT, LLC
CAPTION MANAGEMENT, LLC
499 W Sheridan Avenue
Suite 2250
Oklahoma City, Oklahoma 73102
Tel: 347-797-5101
About CAPTION MANAGEMENT, LLC
CAPTION MANAGEMENT, LLC, formally registered with the SEC as CAPTION MANAGEMENT, LLC. The firm was established in 07/31/2017. They have over 2 offices throughout the country.
CAPTION MANAGEMENT, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $1,151,045,152 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173841 |
| SEC# | 801-110893 |
| Assets Managed by Firm | $1,151,045,152 |
| No. of Clients | 5 |
| No. of Advisors | 14 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for pooled Investment
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $1,151,045,152 |
More Retirement Planning firms in Oklahoma City, Oklahoma:
| 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 |
Explore More Retirement Advisors in Oklahoma City, Oklahoma