Feedback
Share
Link
Link copied!
Fund Codex
Hughes Warren, Inc.
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Hughes Warren, Inc. Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Oklahoma City, Oklahoma
$112.4 million AUM
1 office

Hughes Warren, Inc. is based in Oklahoma City, Oklahoma and has $112.4 million in assets under management.

Location
9150 North May Avenue
Suite B.
Oklahoma City, OK 73120
$112.4 million
AUM
4
Employees
AUM Share
Link
Link copied!
Back to Top
$112,351,350
Assets under management
650 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 288 $71,333,927 63% $247,687
High net worth individuals 24 $41,017,423 37% $1,709,059
Employees Share
Link
Link copied!
Back to Top
4
Employees
2
Investment analysts
50% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$112,351,350
Assets under management
$28,087,838
AUM per employee
$56,175,675
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Hughes Warren, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Hughes Warren, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
Link
Link copied!
CRD number 145,570
SEC number 801-113240
Legal structure Corporation
Legal governance Oklahoma, United States
Latest ADV filing date February 04, 2020

Other Funds

See all...
Libretto
Fund: Under $1 billion
Fma Advisory Inc
Fund: $437,729,655
Lunt Capital Management Inc.
Fund: $320,589,114
HFG Wealth Management, LLC
Fund: $370,844,302
Financial Guard, LLC
Fund: $1,482,709
Quamvest S.A.
Fund: Under $1 billion
Argonne Capital Group, LLC
Fund: $803,043,388
JB Capital Partners
Fund: $272,500,000
Waratah Capital Advisors LTD.
Fund: $1,186,000,000
Silver Creek Ventures Corp
Fund: Under $1 billion

Other Funds

See all...

All of Fund Codex

See all...

Similar Funds to Hughes Warren, Inc.

See all...