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COUNCIL OAK WEALTH ADVISORS

Tel: 918-984-9110
8801 South Yale Avenue
Suite 420
Tulsa, Oklahoma  74137

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COUNCIL OAK WEALTH ADVISORS

COUNCIL OAK WEALTH ADVISORS is a Tulsa, Oklahoma based financial advisory firm with nearly $323,510,182 in assets under management and provides investment advisory services for 710 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

297180

SEC#:

801-113403

No. of Clients:

710

Assets under Management

$323,510,182

No. of Advisors:

6

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