10900 Hefner Pointe Drive
Suite 400
Oklahoma City, Oklahoma 73120
Tel: 405-778-8377
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.
SEC Current Status | Approved |
Firm CRD# | 151197 |
SEC# | 801-70485 |
Assets Managed by Firm | $5,687,316,000 |
No. of Clients | 61 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 61 | $5,687,316,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,643,156,437 | 2223 | 49 | |
$5,373,195,683 | 5 | 17 | |
$4,258,161,897 | 2625 | 59 | |
$3,769,638,990 | 4629 | 114 | |
$2,969,019,147 | 22 | 16 |
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