Ok401k, Inc.
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 286410
- Website
- www.ok401k.com
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Corporations / Businesses66.05%
- Individuals33.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Ok401k, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering advisory work that includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee arrangements include percent-of-AUM fees, fixed fees and other fee types. The firm is not identified as an active ESG investor.
Assets & Accounts
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%
Owners & executives
1 of 1
Terrence Morgan
President and CEOCRD 3052723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oklahoma City, OK
Oklahoma
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
- Oklahoma
- Address
- 3030 Nw Expressway
- Time zone
- CT (UTC-6)
- Office locations
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