2222 S. Utica Place Suite 200
Tulsa, Oklahoma 74114-7000
Tel: 918.388.2690
HOGANTAYLOR WEALTH, formally registered with the SEC as HOGANTAYLOR WEALTH. The firm was established in 01/21/2010. They have over 3 offices throughout the country.
HOGANTAYLOR WEALTH is a Tulsa, Oklahoma based Financial Planning firm with nearly $434,377,670 assets under management, offering retirement planning & investment advisory services to 969 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 129696 |
SEC# | 801-71011 |
Assets Managed by Firm | $434,377,670 |
No. of Clients | 969 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 969 | $434,377,670 |
Individuals (other than high net worth individuals) | 188 | $104,228,454 |
High net worth individuals | 104 | $327,074,829 |
Charitable organizations | Fewer than 5 clients | $2,898,854 |
Corporations or other businesses | Fewer than 5 clients | $175,533 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,569,058,289 | 2265 | 50 | |
$10,174,416,057 | 84 | 17 | |
$6,272,435,135 | 6 | 17 | |
$5,501,719,930 | 6518 | 59 | |
$5,015,687,471 | 10586 | 101 |
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