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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#151197
SEC#801-70485
Assets Managed by Firm$10,174,416,057
No. of Clients84
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for investment companies
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total84$10,174,416,057

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