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 $10,174,416,057 assets under management, offering retirement planning & investment advisory services to 84 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 151197 |
SEC# | 801-70485 |
Assets Managed by Firm | $10,174,416,057 |
No. of Clients | 84 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 84 | $10,174,416,057 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,569,058,289 | 2265 | 50 | |
$6,272,435,135 | 6 | 17 | |
$5,501,719,930 | 6518 | 59 | |
$5,015,687,471 | 10586 | 101 | |
$3,464,024,447 | 8 | 20 |
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