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G. DEWAYNE MCANALLY

5120 Gaillardia Corporate Pl.
Suite B
Oklahoma City, Oklahoma 73142
Tel: 405-728-1649

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About G. DEWAYNE MCANALLY

G DEWAYNE MCANALLY, formally registered with the SEC as G DEWAYNE MCANALLY. The firm was established in 06/06/2022. They have over 1 offices throughout the country.

G. DEWAYNE MCANALLY is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $129,119,154 assets under management, offering retirement planning & investment advisory services to 786 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#118511
SEC#801-125817
Assets Managed by Firm$129,119,154
No. of Clients786
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total786$129,119,154
Individuals (other than high net worth individuals)342$82,202,966
High net worth individuals29$39,431,441
Charitable organizationsFewer than 5 clients$40,955
Corporations or other businessesFewer than 5 clients$7,443,792

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