Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
3 clients
Average Client Portfolio
$4.7B average
Assets Under Management
$14.2B

Fee Structure

Minimum Investment:$2M
Financial Planning:Investment management only
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Location

One Williams Center, 15th Floor, Tulsa, OK, 74192

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
June 2001 - Present · 24 yrs 8 mos
State Registrations9 states
ARAZCACOKSMONMOKTX
Advisor
Exams
No exam information available for this advisor.
Michael C Schloss - Financial Advisor | TrueAdvisor