Assets Under Management
$217.1M
Number of Clients
674
Number of Advisors
3
Average Client AUM
$322K
AUM per Advisor
$72.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Adaptation Financial Advisors Inc. offers individualized investment management, financial planning, and consulting services. They manage portfolios on a discretionary basis, investing in various asset classes. The firm aims for fair allocation of investment opportunities and acts as a fiduciary for its clients.
700 Cedar Lake Blvd, Oklahoma City, OK, 73114