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Gaddis Premier Wealth Advisors

EST. AUM
$368,546,461

CONTACTS
6

CLIENT ACCOUNTS
2,155

Firm Details

Metro area Oklahoma City
CRD Number 317837
Website gaddispremier.com
Client types

Overview

Gaddis Premier Wealth Advisors is dedicated to offering tailored financial solutions to clients through their comprehensive PRIME 360˚ process. They focus on addressing a wide range of client concerns by implementing effective strategies designed to help clients achieve their financial goals. The firm offers flexibility in its pricing structure, with three billing options: an hourly planning fee, a flat-rate financial plan, or a percentage of Assets Under Management (AUM). The choice of billing method is determined individually for each client, based on their unique needs and objectives.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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