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Avery Gweb Niemann

ADAPTATION FINANCIAL ADVISORS INC.·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
700 CEDAR LAKE BLVD, OKLAHOMA CITY, OK 73114CRD# 7296391Firm CRD# 309192
01

About

Avery Gweb Niemann is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with ADAPTATION FINANCIAL ADVISORS INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
ADAPTATION FINANCIAL ADVISORS INC.
ADAPTATION FINANCIAL ADVISORS INC.
AUM
$177M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ADAPTATION FINANCIAL ADVISORS INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7296391
Firm CRD# 309192
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Avery Gweb Niemann offer?
Avery Gweb Niemann specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Avery Gweb Niemann's credentials?
Avery Gweb Niemann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Avery Gweb Niemann located?
Avery Gweb Niemann is based in OKLAHOMA CITY, Oklahoma, working with ADAPTATION FINANCIAL ADVISORS INC.. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Avery Gweb Niemann charge for services?
Avery Gweb Niemann'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 ADAPTATION FINANCIAL ADVISORS INC.?
ADAPTATION FINANCIAL ADVISORS INC. has approximately 5 employees and manages $177M 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
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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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