OATH PLANNING, LLC of TULSA, OK is an SEC-registered investment adviser (CRD 299187). Regulatory assets under management: $284.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Rodney Thomas Yancy | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| Yancy Rodney Thomas | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| FAYETTEVILLE | AR | 1 | 479-616-1544 |
| ROUND ROCK | TX | 1 | 737-242-7171 |
| FAYETTEVILLE | AR | 1 | 479-616-1544 |
| ROUND ROCK | TX | 1 | 737-242-7171 |