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James Garrett Stevens

EXCHANGE TRADED CONCEPTS, LLC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
10900 HEFNER POINTE DRIVE, OKLAHOMA CITY, OK 73120CRD# 4428134Firm CRD# 151197
01

About

James Garrett Stevens is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with EXCHANGE TRADED CONCEPTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
EXCHANGE TRADED CONCEPTS, LLC
EXCHANGE TRADED CONCEPTS, LLC
AUM
$5.5B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at EXCHANGE TRADED CONCEPTS, LLC →
Services
Portfolio management (pooled investments)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4428134
Firm CRD# 151197
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Garrett Stevens offer?
James Garrett Stevens specializes in Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are James Garrett Stevens's credentials?
James Garrett Stevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Garrett Stevens located?
James Garrett Stevens is based in OKLAHOMA CITY, Oklahoma, working with EXCHANGE TRADED CONCEPTS, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does James Garrett Stevens charge for services?
James Garrett Stevens's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCHANGE TRADED CONCEPTS, LLC?
EXCHANGE TRADED CONCEPTS, LLC has approximately 15 employees and manages $5.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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