Reuter James Wealth Management is an investment advisor in Oklahoma City with $450.98 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
862423782
SEC advisor number
801-120960
FINRA CRD number
313573
AUM ?
$445.03 mm
(as of 8 Mar 23)
Accounts
1,384
(as of 8 Mar 23)
Employees
3
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Apr 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22