SCISSORTAIL WEALTH MANAGEMENT, LLC

1203 East 33rd Street
Suite 100
Tulsa, Oklahoma 74105
Tel: (918) 956-0500

About SCISSORTAIL WEALTH MANAGEMENT, LLC

SCISSORTAIL WEALTH MANAGEMENT, LLC, formally registered with the SEC as SCISSORTAIL WEALTH MANAGEMENT, LLC. The firm was established in 10/05/2018. They have over 2 offices throughout the country.

SCISSORTAIL WEALTH MANAGEMENT, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $488,486,732 assets under management, offering retirement planning & investment advisory services to 2100 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297761
SEC#	801-114094
Assets Managed by Firm	$488,486,732
No. of Clients	2100
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2100	$488,486,732
Individuals (other than high net worth individuals)	358	$128,214,910
High net worth individuals	119	$359,540,803
Charitable organizations	Fewer than 5 clients	$686,163
Corporations or other businesses	Fewer than 5 clients	$44,856

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CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
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