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HOGANTAYLOR WEALTH
2222 S. Utica Place Suite 200
Tulsa, Oklahoma 74114-7000
Tel: 918.388.2690
About HOGANTAYLOR WEALTH
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| 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 |
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