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Investment Strategies, LLC

Investment Strategies, LLC. CRD 140739

Investment Strategies, LLC logo

CRD: 140739

Investment Strategies, LLC

Oklahoma City, OK, 73170
4057033858
www.retirementincomeok.com
$6.7M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
2 Employees
574 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Betterment ยท Charles Schwab & Company
Clients
Retail
Platforms
Catalyst
Established Date
06-22-2006
Office Locations
1

Office Locations

932 SW 107th ST Suite 200 Oklahoma City OK

About Investment Strategies, LLC

Retirement Income Strategies, LLC (with securities offered through Investment Strategies, LLC) is an Oklahoma City area fiduciary focused on retirement income planning for families and businesses. Services include retirement planning, personalized investment management, Social Security maximization, and coordinated reviews of estate plans, taxes, and insurance, plus educational seminars. Differentiators include the proprietary Color of Money Risk Analysis score and a "Generational Vault" for secure document storage.

Team overview

-- AVG AGE
$3.4M AVG AUM / ADVISOR
$11.7K AVG AUM / CLIENT
11.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Wave North

Client Personas

North

Custodian

Vector value Pioneer

Investment Themes

Momentum wave Insight optima Vector

Investment Vehicles

Harbor

Services

North prime Meridian North foundation Beacon Atlas oak Element prime Vector

Technology

Foundation

Owner & Executives

R

RHETT LOGAN WOOD

Chief Compliance Officer, Investment Advisor Representative, Owner

CRD
#6000403
Ownership
75% or more
(574) 806-9630
matrix.focus@valuecapital.com
in linkedin.com/in/focus-ember

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Contacts

M

Marcus Glenn Rose

--

CRD
#6619492
(285) 257-2879
harbor.atlas@wavecapital.com
in linkedin.com/in/delta-unison

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,355,306 --
Non-Discretionary $365,411 --
Total $6,720,717 --

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Separately Managed Accounts

Total SMA Asset: $6,720,717

$6.7M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $6,173,772,333 100.0%
Total $6,173,772,333 100.0%

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