Assets Under Management
$98.3M
Number of Clients
152
Number of Advisors
3
Average Client AUM
$647K
AUM per Advisor
$32.8M
Compensation
Fixed/Hourly
ChappelWood Financial Services Corp. provides investment advice, financial planning, insurance planning, income and cash flow management, Social Security optimization, legacy planning, and educational seminars and workshops. They manage client assets on a non-discretionary basis through the AssetMark platform.
Financial District of Oklahoma, 1725 E 15th Street, Edmond, OK, 73013