PERISSOS PRIVATE WEALTH MANAGEMENT
  • PERISSOS PRIVATE WEALTH MANAGEMENT
  • BIGGS FINANCIAL
  • VALERIAN ASSOCIATES
  • PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
  • PERISSOS INVESTMENT MANAGEMENT
  • FALCON FINANCIAL OF OKLAHOMA LLC

Adviser Profile

As of Date 03/27/2024
Registration status Registration Changed to PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
ADV Location BETHANY, OK, United States
Contact Info 405 xxxxxxx
Websites
AUM* 30,617,732
of that, discretionary 30,617,732
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 161,146
% High Net Worth 0.86%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees