Vault Financial Solutions, LLC is an adviser based in Norman. It manages $3 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Oklahoma and Texas.
Vault Financial Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vault Financial Solutions, LLC is $3 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vault Financial Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Vault Financial Solutions, LLC performs its advisory services is located at 617 24 Th Avenue Sw, Norman, OK 73069, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 405-928-4422. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at vaultwealthstrategies.com.