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EXCHANGE TRADED CONCEPTS, LLC

10900 Hefner Pointe Drive
Suite 400
Oklahoma City, Oklahoma 73120
Tel: 405-778-8377

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About EXCHANGE TRADED CONCEPTS, LLC

EXCHANGE TRADED CONCEPTS, LLC, formally registered with the SEC as EXCHANGE TRADED CONCEPTS, LLC. The firm was established in 08/18/2009. They have over 2 offices throughout the country.

EXCHANGE TRADED CONCEPTS, LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $5,687,316,000 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151197
SEC# 801-70485
Assets Managed by Firm $5,687,316,000
No. of Clients 61
No. of Advisors 9

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total61$5,687,316,000
Inquire with EXCHANGE TRADED CONCEPTS, LLC

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