Archambo Financial Advisors Inc

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Assets, Funds, Holdings

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Archambo Financial Advisors Inc
CRD #129927
SEC #801-120463
CIK #
AUM $157.2 M (2025-03-12)
Employees 5 (60% Investors, 60% Brokers)
Phone918-336-2222
Address310 South Osage
Bartlesville, OK 74003
Source [IAPD] [Website]
Total AUM ($M)
16012896643202003201020182026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 171 49.2
(b) Individuals (high net worth individuals) 50 108.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 221 157.2
By Discretionary
Discretionary 221 157.2
Non-Discretionary 0 0.0
Total 221 157.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 157.2
Total 221 157.2
Comparable Firms State AUM ($B)
Pollock Planning Associates Inc
0.2
Pathmont LLC
WA 0.2
FMA Wealth Management LLC
MA 0.2
Shellman Investment Management LLC
FL 0.2
The Private Investment Group Inc
OH 0.2
Columbia River Financial Group LLC
WA 0.2
Mallini Complete Financial Planning LLC
FL 0.2
Reyes Financial Architecture Inc
CA 0.2
May William Michael
0.2
Sagace Wealth Management LLC
FL 0.2
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