The Advisory Resource Group, LLC
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 290110
- Registered since
- October 31, 2017
- Website
- www.cpfguide.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.51%
- Individuals44.49%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Advisory Resource Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm is privately owned by an individual and focuses on fee-based portfolio management for individuals, families and small businesses. It operates with a percentage-of-AUM fee model and maintains broker-dealer registered representative and insurance broker activities alongside its advisory work. The client base is largely individual and family households rather than institutional or pension clients.
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%
- Public Funds/Mutual Funds29%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$453M in ETFs
45%
$204M
42%
$249M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF (QDPL) | Passive | Large Blend | $45.1M | 984,037 | 9.95% |
Location
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
- 4625 E 91st St
- Time zone
- CT (UTC-6)
- Office locations
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