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JACKSON HOLE CAPITAL PARTNERS, LLC
JACKSON HOLE CAPITAL PARTNERS, LLC
TULSA, Oklahoma
·
3 registered advisors
·
CRD# 285978
SEC# 801-113252
0
918-879-4698
01
Firm Overview
AUM
$862M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at JACKSON HOLE CAPITAL PARTNERS, LLC
3 registered advisors
Channing Stice Smith
TULSA, Oklahoma
CRD# 4945661
Frances Lauinger Biolchini
TULSA, Oklahoma
CRD# 6928655
John Joseph Hastings
TULSA, Oklahoma
CRD# 6016715
05
Office Locations
TULSA, Oklahoma
3 advisors
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Data sourced from SEC Form ADV filings. JACKSON HOLE CAPITAL PARTNERS, LLC (CRD# 285978) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.