4625 E. 91st Street
Tulsa, Oklahoma 74137
Tel: 918-481-1934
THE ADVISORY RESOURCE GROUP, LLC, formally registered with the SEC as THE ADVISORY RESOURCE GROUP, LLC. The firm was established in 10/31/2017. They have over 4 offices throughout the country.
THE ADVISORY RESOURCE GROUP, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $605,988,706 assets under management, offering retirement planning & investment advisory services to 2265 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 290110 |
SEC# | 801-111999 |
Assets Managed by Firm | $605,988,706 |
No. of Clients | 2265 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2265 | $605,988,706 |
Individuals (other than high net worth individuals) | 574 | $266,654,177 |
High net worth individuals | 140 | $339,334,529 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,643,156,437 | 2223 | 49 | |
$5,687,316,000 | 61 | 9 | |
$5,373,195,683 | 5 | 17 | |
$4,258,161,897 | 2625 | 59 | |
$3,769,638,990 | 4629 | 114 |
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