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Ellen Louise Heald

KNIGHTSBRIDGE ADVISERS LLC·BARTLESVILLE, Oklahoma
Unclaimed Profile
122 SW FRANK PHILLIPS BOULEVARD, BARTLESVILLE, OK 74003CRD# 5229554Firm CRD# 111043
01

About

Ellen Louise Heald is a registered financial advisor based in BARTLESVILLE, Oklahoma, affiliated with KNIGHTSBRIDGE ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KNIGHTSBRIDGE ADVISERS LLC
KNIGHTSBRIDGE ADVISERS LLC
AUM
$2.9B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at KNIGHTSBRIDGE ADVISERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5229554
Firm CRD# 111043
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ellen Louise Heald offer?
Ellen Louise Heald specializes in Retirement Planning. Contact their office in BARTLESVILLE, Oklahoma for a consultation.
What are Ellen Louise Heald's credentials?
Ellen Louise Heald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ellen Louise Heald located?
Ellen Louise Heald is based in BARTLESVILLE, Oklahoma, working with KNIGHTSBRIDGE ADVISERS LLC. Their office serves clients in the BARTLESVILLE metropolitan area and surrounding communities.
How does Ellen Louise Heald charge for services?
Ellen Louise Heald's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KNIGHTSBRIDGE ADVISERS LLC?
KNIGHTSBRIDGE ADVISERS LLC has approximately 16 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideTULSA GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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