1203 East 33rd Street
Suite 100
Tulsa, Oklahoma 74105
Tel: (918) 956-0500
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,569,058,289 | 2265 | 50 | |
$10,174,416,057 | 84 | 17 | |
$6,272,435,135 | 6 | 17 | |
$5,501,719,930 | 6518 | 59 | |
$5,015,687,471 | 10586 | 101 |
Explore More Retirement Advisors in Tulsa, Oklahoma