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EXENCIAL WEALTH ADVISORS
Tel: 405-478-1971
9108 N. Kelley Avenue Oklahoma City, Oklahoma 73131
EXENCIAL WEALTH ADVISORS
EXENCIAL WEALTH ADVISORS is a Oklahoma City, Oklahoma based financial advisory firm with nearly $5,015,687,471 in assets under management and provides investment advisory services for 10586 clients. There are currently 101 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (GENERAL CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING ARRANGEMEN
Firm CRD#:
130475
SEC#:
801-62789
No. of Clients:
10586
Assets under Management
$5,015,687,471
No. of Advisors:
101
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