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James Frederick Arens

Allegiant Wealth Advisors, LLC

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About James Frederick Arens

James Frederick Arens is an investment advisor representative at Allegiant Wealth Advisors, LLC. James has been in the industry since May 1997 and is a Chartered Financial Analyst. Allegiant Wealth Advisors, LLC is a registered investment advisor with offices in Tulsa, Oklahoma. The firm provides investment advice to individuals, corporations, charitable organizations, and high-net-worth individuals. The firm also provides financial planning services.

Firm Information

James Arens is currently registered with Allegiant Wealth Advisors, LLC. Allegiant Wealth Advisors, LLC is a registered investment advisor based in Tulsa, Oklahoma. They provide financial planning and portfolio management services for high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $393 million in assets for 16 clients.
Allegiant Wealth Advisors, LLC

4200 EAST SKELLY DRIVE

TULSA, OK 74135

$393.14M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Arens’s Registration & Firm History

OK

07/26/2024 - Present

Allegiant Wealth Advisors, LLC (TULSA OK)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Frederick Arens.
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