Ok401k, Inc.
Ok401k, Inc. (CRD# 286410) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $74,742,285 in 142 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management75MILLION
-
Total Number of Accounts142ACCOUNTS
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Average Account Value$526,354
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK, TX
Financial Advisors at Ok401k, Inc.
1
Terrence Morgan (CRD# 3052723) is an Investment Advisor Representative working at Ok401k, Inc. in Oklahoma City, OK and has over 25 years of experience in the finance industry.
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