V
$452.0K Total AUM
$452.0K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
5 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2021
- Office Locations
- 1
Office Locations
-- Edmond OK
About VOX Financial Planning
VOX Financial Planning is a Edmond-based RIA. The firm has been operating for 5 years. Managing $452.0K in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$452.0K AVG AUM / ADVISOR
$64.6K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Jordan Tyler Spencer
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #6902808
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $452,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $452,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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