Advisory Resource is an investment advisor in Tulsa with $681.93 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
384049316
SEC advisor number
801-111999
FINRA CRD number
290110
AUM ?
$681.93 mm
(as of 7 Mar 22)
Accounts
2,256
(as of 7 Mar 22)
Employees
12
(6 investment advisory or research)
Address
Advisory Resource
4625 E. 91ST ST.
TULSA
OK 74137
4625 E. 91ST ST.
TULSA
OK 74137
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
(918) 481-1934
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Brown, Christopher, Grant | Chief Compliance Officer | 12/2017 | < 5% |
Steele, Benjamin, Randal | Member | 12/2017 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
5 Dec 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21