Blessed Financial Investments, LLC
Firm details
- Headquarters
- Edmond, Oklahoma
- CRD number
- 319670
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Blessed Financial Investments, LLC operates as a limited liability company focused on providing a range of financial advisory services. The firm emphasizes portfolio management for individuals and small businesses, alongside financial planning and the selection of other advisers. Additionally, they engage in educational seminars and workshops to enhance client understanding of financial matters. Blessed Financial Investments is classified as a capital allocator, indicating their active involvement in directing investments across various asset classes.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Edmond, OK
Oklahoma
Location
Edmond, OK
Headquartered in Edmond, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 2524 N Broadway
- Time zone
- CT (UTC-6)
- Office locations
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