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DRAWBRIDGE CAPITAL
7134 S.Yale Ave
Ste 700
Tulsa, Oklahoma 74136
Tel: 918-493-4190
About DRAWBRIDGE CAPITAL
DRAWBRIDGE CAPITAL, formally registered with the SEC as DRAWBRIDGE CAPITAL. The firm was established in 04/22/2019. They have over 5 offices throughout the country.
DRAWBRIDGE CAPITAL is a Tulsa, Oklahoma based Financial Planning firm with nearly $162,316,473 assets under management, offering retirement planning & investment advisory services to 907 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128636 |
| SEC# | 801-115050 |
| Assets Managed by Firm | $162,316,473 |
| No. of Clients | 907 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (HOURLY CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 907 | $162,316,473 |
| Individuals (other than high net worth individuals) | 622 | $72,397,970 |
| High net worth individuals | 278 | $86,551,999 |
| Pension and profit sharing plans | 2 | $365,187 |
| Charitable organizations | 2 | $155,913 |
| Corporations or other businesses | 3 | $2,845,404 |
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