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Adam William Lee

ARK & TLK INVESTMENTS, LLC·OKLAHOMA CITY, Oklahoma
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7308 N. CLASSEN BLVD., OKLAHOMA CITY, OK 73116CRD# 7423789Firm CRD# 205512
01

About

Adam William Lee is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with ARK & TLK INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARK & TLK INVESTMENTS, LLC
CASTLEPOINT WEALTH ADVISORS
AUM
$547M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ARK & TLK INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7423789
Firm CRD# 205512
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam William Lee offer?
Adam William Lee specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Adam William Lee's credentials?
Adam William Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam William Lee located?
Adam William Lee is based in OKLAHOMA CITY, Oklahoma, working with ARK & TLK INVESTMENTS, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Adam William Lee charge for services?
Adam William Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARK & TLK INVESTMENTS, LLC?
ARK & TLK INVESTMENTS, LLC has approximately 10 employees and manages $547M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OKLAHOMA CITY
John Howard Blevins — ASHTON GRAY CAPITAL, LLCTodd Morgan Glass — HF II GP, LLCWilliam Christopher Reeves — HF II GP, LLCBenjamin Carter Stewart — HF II GP, LLCDavid Lee Thompson — INVESTRUST CONSULTING, LLC
Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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