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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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