DBA UPAL OR UNITED PROFESSIONALS ASSOC. LTD.

DBA UPAL OR UNITED PROFESSIONALS ASSOC. LTD. of TULSA, OK is an SEC-registered investment adviser (CRD 117509). Regulatory assets under management: $79.5M.

Registration

• CRD: 117509
• Type: Registered investment adviser
• Location: 6840 SOUTH TRENTON AVENUE, TULSA, OK, 74136-4106
• Phone: 918-747-5585
• Latest filing: 2026-05-07
• Regulatory AUM: $79.5M
• Non-discretionary AUM: $79.5M
• Clients: 5
• Accounts: 132

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 117509 on SEC IAPD (source of record)
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