Coachwise Financial Solutions, Inc.
Coachwise Financial Solutions, Inc. (CRD# 133271) is a financial advisory firm headquartered in Tulsa, OK. They manage $39,852,067 in 433 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Coachwise Financial Solutions, Inc.
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts433ACCOUNTS
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Average Account Value$92,037
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, OK
Financial Advisors at Coachwise Financial Solutions, Inc.
1
Donnie Davis (CRD# 4879835) is an Investment Advisor Representative working at Coachwise Financial Solutions, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry.
2
Don Hardcastle (CRD# 866473) is an Investment Advisor Representative working at Coachwise Financial Solutions, Inc. in Tulsa, OK and has over 19 years of experience in the finance industry.
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