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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Streeter Moore & Stipe LLC
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|---|---|
| CRD # | 118588 |
| SEC # | 801-68644 |
| CIK # | |
| AUM | $193.5 M (2025-06-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 918-481-6262 |
| Address | 4111 S Darlington Tulsa, OK 74135 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 256 | 73.3 |
| (b) Individuals (high net worth individuals) | 32 | 102.8 |
| (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 | 9 | 17.3 |
| (n) Other | 0 | 0.0 |
| Total | 471 | 193.5 |
| By Discretionary | ||
| Discretionary | 467 | 183.9 |
| Non-Discretionary | 4 | 9.6 |
| Total | 471 | 193.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.5 | |
| Total | 471 | 193.5 |
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|---|---|---|
|
Disciplined Portfolio Solutions LLC
✚
|
0.2 | |
|
Allstreet Capital LLC
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|
CA | 0.2 |
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Halcyon Global Advisors LLC
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TX | 0.2 |
|
Callahan Capital Management Inc
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CO | 0.2 |
|
Northwest Wealth Advisors LLC
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WA | 0.2 |
|
Walnut Private Equity Partners LLC
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NE | 0.2 |
|
J P Davis Inc
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|
AZ | 0.2 |
|
Lindahl & Mansager Inc
✚
|
OH | 0.2 |
|
Guidedmoney LLC
✚
|
0.2 | |
|
ETRE LLC
✚
|
MA | 0.2 |