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Home > Retirement Planners > oklahoma > tulsa > OATH PLANNING, LLC
OATH PLANNING, LLC
1214 East 33rd Street
Tulsa, Oklahoma 74105
Tel: 918-200-9094
About OATH PLANNING, LLC
OATH PLANNING, LLC, formally registered with the SEC as OATH PLANNING, LLC. The firm was established in 06/16/2023. They have over 3 offices throughout the country.
OATH PLANNING, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $200,568,164 assets under management, offering retirement planning & investment advisory services to 838 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299187 |
| SEC# | 801-128168 |
| Assets Managed by Firm | $200,568,164 |
| No. of Clients | 838 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 838 | $200,568,164 |
| Individuals (other than high net worth individuals) | 359 | $124,085,584 |
| High net worth individuals | 35 | $76,482,580 |
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