Southmark Advisory, Inc. is a large advisory firm based in Tulsa. It manages $27.11 million of regulatory assets for 418 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arkansas, Oklahoma, and Texas.
Southmark Advisory provides portfolio management for individuals and small businesses, pension consulting services, security ratings or pricing services, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Southmark Advisory, Inc. is $27.11 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Southmark Advisory, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Southmark Advisory, Inc. is owned by Sandra Jo Belden. Dale G Penn joined the executive team most recently as the President & Ceo.
The principal office where Southmark Advisory, Inc. performs its advisory services is located at 4200 East Skelly Drive, Tulsa, OK 74135, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 918-492-5541 or by fax 918-492-5526. The normal business hours are 9 am - 4 pm on Monday - Friday.