BERTRAND INVESTMENT STRATEGIES, L.L.C.

BERTRAND INVESTMENT STRATEGIES, L.L.C. of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 321651). This firm reports disciplinary history on Form ADV.

Registration

• CRD: 321651
• Type: Registered investment adviser
• Location: 9909 S. PENNSYLVANIA AVE., OKLAHOMA CITY, OK, 73159
• Phone: 405-703-3800
• Latest filing: 2026-04-08
• Clients: 2

Business model

Compensation: Other.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321651 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search