INVESTMENT STRATEGIES, LLC
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 140739
- Custodians
- BETTERMENT, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals74.06%
- HNWI25.94%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Investment Strategies, LLC is a small, privately held advisory firm organized as an LLC that serves individual and family clients. The firm functions as a capital allocator and provides portfolio management for individuals and small businesses, offers pension consulting services, and selects third‑party advisers on behalf of clients. Its client billing includes a percentage‑of‑assets component and other fee arrangements. The firm is not an active ESG investor and reports an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
2 of 2RHETT WOOD
PresidentCRD 6000403
Marcus Rose
Investment Advisor RepresentativeCRD 6619492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKLAHOMA CITY, OK
CLEVELAND
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- CLEVELAND
- Address
- 932 SW 107th St
- Time zone
- CT (UTC-6)
- Office locations
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