MELIORA CAPITAL

5314 S. Yale Ave.
Suite 200
Tulsa, Oklahoma 74135
Tel: 918-619-6710

About MELIORA CAPITAL

MELIORA CAPITAL, formally registered with the SEC as MELIORA CAPITAL. The firm was established in 04/29/2020. They have over 1 offices throughout the country.

MELIORA CAPITAL is a Tulsa, Oklahoma based Financial Planning firm with nearly $127,942,510 assets under management, offering retirement planning & investment advisory services to 211 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172367
SEC#	801-118537
Assets Managed by Firm	$127,942,510
No. of Clients	211
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	211	$127,942,510
Individuals (other than high net worth individuals)	61	$7,909,924
High net worth individuals	28	$120,032,586

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