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RETIREMENT INVESTMENT ADVISORS INC

2925 United Founders Blvd
Oklahoma City, Oklahoma 73112
Tel: 405-842-3443

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About RETIREMENT INVESTMENT ADVISORS INC

RETIREMENT INVESTMENT ADVISORS INC, formally registered with the SEC as RETIREMENT INVESTMENT ADVISORS INC. The firm was established in 04/13/1993. They have over 2 offices throughout the country.

RETIREMENT INVESTMENT ADVISORS INC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $1,109,660,853 assets under management, offering retirement planning & investment advisory services to 1335 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106316
SEC#801-43702
Assets Managed by Firm$1,109,660,853
No. of Clients1335
No. of Advisors20

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
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1335$1,109,660,853
Individuals (other than high net worth individuals)983$351,588,551
High net worth individuals331$725,088,779
Pension and profit sharing plans14$13,342,252
Charitable organizations7$19,641,271

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CAPITAL ADVISORS, INC.
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EXENCIAL WEALTH ADVISORS
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