SUSTAINABLE ADVISORS ALLIANCE LLC

36 E Cameron Street
Tulsa, Oklahoma 74103
Tel: 918-408-7981

About SUSTAINABLE ADVISORS ALLIANCE LLC

SUSTAINABLE ADVISORS ALLIANCE LLC, formally registered with the SEC as SUSTAINABLE ADVISORS ALLIANCE LLC. The firm was established in 01/04/2021. They have over 7 offices throughout the country.

SUSTAINABLE ADVISORS ALLIANCE LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $187,226,580 assets under management, offering retirement planning & investment advisory services to 771 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312061
SEC#	801-120088
Assets Managed by Firm	$187,226,580
No. of Clients	771
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (ON-GOING FINANCIAL PLANNING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	771	$187,226,580
Individuals (other than high net worth individuals)	486	$96,366,763
High net worth individuals	53	$85,641,341
Charitable organizations	Fewer than 5 clients	$2,953,705
Corporations or other businesses	Fewer than 5 clients	$2,264,771

More Retirement Planning firms in Tulsa, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
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
ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136	$3,464,024,447	8	20

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