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WINDLE WEALTH, LLC
WINDLE WEALTH, LLC
WINDLE WEALTH
OKLAHOMA CITY, Oklahoma
·
1 registered advisor
·
CRD# 285653
SEC# 801-123385
0
405-261-5202
01
Firm Overview
AUM
$159M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WINDLE WEALTH, LLC
1 registered advisor
Donald Ray Windle
OKLAHOMA CITY, Oklahoma
CRD# 5581610
05
Office Locations
OKLAHOMA CITY, Oklahoma
1 advisor
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Data sourced from SEC Form ADV filings. WINDLE WEALTH, LLC (CRD# 285653) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.