Realm Financial Planning
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 334158
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Realm Financial Planning is a small, privately held limited liability company that provides financial planning and portfolio management services for individuals and small businesses. The firm also performs selection of other advisers and acts as a capital allocator on client assets. Its billing combines a percentage-of-assets model with fixed fees. Realm reports itself as an active ESG investor, though the firm is not registered as a multi-state adviser and does not identify as a pension consultant or related adviser.
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
Asset composition
- Exchange Traded Equities54%
- Cash & Cash Equivalents46%
Contacts
1 of 1Jonathan Pixley
CCOCRD 7371111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 5401 S Harvard Ave
- Time zone
- CT (UTC-6)
- Office locations
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