Investment adviser · CRD 118304

WILBANKS SECURITIES ADVISORY

Investment adviser filing (IA)

AARON WILBANKS & ASSOCIATES, INC.

OKLAHOMA CITY, OK, United States · Form ADV filed Mar 31, 2017

Regulatory AUM
$137M
Form ADV · Item 5.F
Client accounts
750
Accounts, not individual clients
Employees
48
Reported in this filing
Advisory professionals
48
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Market timing · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

4334 NW EXPRESSWAY, SUITE 222
OKLAHOMA CITY, OK, 73116, United States

CRD 118304

Filing source

Form ADV 1097971 · Mar 31, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.