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Servo Wealth Management

Finance · Oklahoma City, Oklahoma

FinancialFinance
Oklahoma City, Oklahoma, United States7 employees$1.3M revenue
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Products & Services

FinancialFinanceFinancial Services

About Servo Wealth Management

The Equius Team offers wealth management services in Novato, CA. Let us guide you toward attaining your financial goals. Schedule now! Servo Wealth Management is a company classified under Portfolio Management and Investment Advice, operating in Financial Services, employing 6-10 people and reporting $1M-$5M in annual revenue.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Servo Wealth Management is one of 18,909 Financial companies listed in Oklahoma.

Business Contact Information

Phone
+1 (405) 3845132
Fax
+XXX (405) 8426259
Address
1000 W Wilshire Blvd, Oklahoma City, Oklahoma, 73116, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
7 (6-10)
Annual Revenue
$1.3M ($1M-$5M)

Servo Wealth Management: frequently asked questions

What does Servo Wealth Management do?

The Equius Team offers wealth management services in Novato, CA. Let us guide you toward attaining your financial goals. Schedule now!

Where is Servo Wealth Management located?

Servo Wealth Management is headquartered at 1000 W Wilshire Blvd, Oklahoma City, Oklahoma, 73116, United States.

How many employees does Servo Wealth Management have?

Servo Wealth Management has about 7 employees (the 6-10 range).

What is Servo Wealth Management's annual revenue?

Servo Wealth Management's annual revenue is estimated at $1.3M (the $1M-$5M range).

What industry is Servo Wealth Management in?

Servo Wealth Management is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Servo Wealth Management?

Its website is servowealth.com and its phone number is +1 (405) 3845132.

What companies are similar to Servo Wealth Management?

Other large financial companies in Oklahoma include Cherokee Nation Businesses LLC, BOK Financial Corp, MidFirst Bank and American Fidelity Assurance Co.

Largest financial companies in Oklahoma

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