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SAGEOAK FINANCIAL, LLC

Tel: (918) 627-3700
6964 S. 69th East Ave.
Tulsa, Oklahoma  74133-1738

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SAGEOAK FINANCIAL, LLC

SAGEOAK FINANCIAL, LLC is a Tulsa, Oklahoma based financial advisory firm with nearly $143,926,779 in assets under management and provides investment advisory services for 655 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops , Other (TAX PREPARATION)

Fee Structure:

A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORT

Firm CRD#:

166927

SEC#:

801-122855

No. of Clients:

655

Assets under Management

$143,926,779

No. of Advisors:

3

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