Location
9108 North Kelley Avenue
Piedmont, OK 73131
About this location
EXENCIAL WEALTH ADVISORS offers portfolio management for businesses, selection of other advisers, pension consulting services, portfolio management for individuals and/or small businesses, financial planning services, other services and also performs business activities as .
Time in Business
No submission
Total Assets Under Management
$4,360,545,533
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Hourly charges
A percentage of assets under management
Fixed fees
Other
Advisors at This Location
Michael Mcglashen
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John Burns
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John Brown
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Randy Farina
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Timothy Courtney
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James Bailey
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Jerry Georgopoulos
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Michael Conerly
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Lewis Kayes
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Craig Wezenski
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Christopher Brown
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Jeffrey Baty
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Jeffrey Hibbeler
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Richard Erwin
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Don Pace
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Michael Wayasamin
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Pete Trontis
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Jean Bernard Burckett St Laurent
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Jonathon Mcadams
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Jacob Downing
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Bryan Rentschler
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Kaye Tahiliani
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Karen Boschert
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Peter Hunt
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Lori Stephenson
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Monica Sipes
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Kristin Carlton
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Samuel Rice
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Anthony Saltarski
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David Poudrier
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Philip Ross
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Kristoffer Klingelhoeffer
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Jared Snider
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Derrick Longo
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David Totah
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Caleb Dillard
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Amanda Durbiano
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Brennon Hawkins
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Sean Kayes
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Austin Winsett
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Christian Patterson
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Gianna Mossotti
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Ami Black
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