AdvisorOS Directory
Claim Profile
SA

Saima Khatoon Abbasi

XXEC INC·TULSA, Oklahoma
Unclaimed Profile
2200 SOUTH UTICA PLACE, TULSA, OK 74114CRD# 7211413Firm CRD# 108886
01

About

Saima Khatoon Abbasi is a registered financial advisor based in TULSA, Oklahoma, affiliated with XXEC INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
XXEC INC
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
AUM
$158M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at XXEC INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7211413
Firm CRD# 108886
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TULSA?

Browse all registered financial advisors in TULSA, Oklahoma or claim this profile if it's yours.

Browse TULSA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Saima Khatoon Abbasi offer?
Saima Khatoon Abbasi specializes in Investment Management, Fee-Only Advisory. Contact their office in TULSA, Oklahoma for a consultation.
What are Saima Khatoon Abbasi's credentials?
Saima Khatoon Abbasi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Saima Khatoon Abbasi located?
Saima Khatoon Abbasi is based in TULSA, Oklahoma, working with XXEC INC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Saima Khatoon Abbasi charge for services?
Saima Khatoon Abbasi's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XXEC INC?
XXEC INC has approximately 5 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TULSA
Adam James Leavitt — DISCIPLINED INVESTMENTS, LLCMelissa J Young — DISCIPLINED INVESTMENTS, LLCRichard Alan Wright — DISCIPLINED INVESTMENTS, LLCJack Dee Murray — DISCIPLINED INVESTMENTS, LLCMathew Reed Bacon — DISCIPLINED INVESTMENTS, LLC
Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile