Southmark Of Tulsa, Inc. is a large advisory firm based in Tulsa. It manages $27.11 million of regulatory assets for 418 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas and Oklahoma.
Southmark Of Tulsa provides portfolio management for individuals and small businesses, pension consulting services, security ratings or pricing services, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Southmark Of Tulsa, Inc. is $27.11 million. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Southmark Of Tulsa, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Wendell Duane Belden has been acting as President since 1 Aug 1992. Gertrude Margaret Edwards joined the executive team most recently as the Vice President.
The principal office where Southmark Of Tulsa, Inc. performs its advisory services is located at 4200 East Skelly Drive, Tulsa, OK 74135, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 918-492-5541 or by fax 918-492-5526. The normal business hours are 9 am - 4 pm on Monday - Friday.