DIRECTORY OF REGISTERED ADVISORS
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BURKHOLDER WEALTH MANAGEMENT
Tel: 918-727-7100
5014 E 101st Street Suite 100
Tulsa, Oklahoma 74137
BURKHOLDER WEALTH MANAGEMENT
BURKHOLDER WEALTH MANAGEMENT is a Tulsa, Oklahoma based financial advisory firm with nearly $144,000,000 in assets under management and provides investment advisory services for 165 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Other (ROBO ADVISOR)
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
305300
SEC#:
801-128555
No. of Clients:
165
Assets under Management
$144,000,000
No. of Advisors:
4
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