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| Keyboard |
| Streeter Moore & Stipe LLC
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|
|---|---|
| CRD # | 118588 |
| SEC # | 801-68644 |
| CIK # | |
| AUM | 219.1 M (2026-03-27) |
| 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) | 150 | 73.2 |
| (b) Individuals (high net worth individuals) | 25 | 125.6 |
| (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 | 13 | 20.3 |
| (n) Other | 0 | 0.0 |
| Total | 188 | 219.1 |
| By Discretionary | ||
| Discretionary | 187 | 208.6 |
| Non-Discretionary | 1 | 10.5 |
| Total | 188 | 219.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.1 | |
| Total | 188 | 219.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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|
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|
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|
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|
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|
Strategic Planning Group Inc
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MA | 218.6 M |
|
Park Square Financial Group LLC
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|
GA | 218.6 M |
|
Strategic Asset Management LLC
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|
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|
Manuka Financial LLC
✚
|
218.1 M |