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SERVO WEALTH MANAGEMENT LLC
SERVO WEALTH MANAGEMENT LLC
OKLAHOMA CITY, Oklahoma
·
1 registered advisor
·
CRD# 159367
SEC# 801-130949
0
(405) 384-5132
01
Firm Overview
AUM
$131M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at SERVO WEALTH MANAGEMENT LLC
1 registered advisor
Eric Daniel Nelson
OKLAHOMA CITY, Oklahoma
CRD# 3132084
05
Office Locations
OKLAHOMA CITY, Oklahoma
1 advisor
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Data sourced from SEC Form ADV filings. SERVO WEALTH MANAGEMENT LLC (CRD# 159367) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.