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B•••••• FINANCIAL GROUP, INC., CRD 167814
EDMOND, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•• H••••••• I••• | MANAGING MEMBER | E | yes | 06/2024 | Jul 10, 2024 | Jul 23, 2024 |
| B••••••• R••••• D•••• | MANAGING PARTNER | E | yes | 06/2024 | Mar 2, 2018 | Jul 23, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Feb 9, 2024 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $182M | $149M | 22.8% | $162M | 4.1% | 4 | 3 | 0 | 0 |
| CHIEF COMPLIANCE OFFICER |
| Na |
| yes |
| 12/2003 |
| Mar 2, 2018 |
| Jul 23, 2024 |
| $182M |
| $159M |
| 4 |
| 3 |
| 0 |
| n/a |
| n/a |
| 2022 | Mar 30, 2023 | $149M | $132M | 3 | 1 | 0 | n/a | n/a |
| 2021 | Feb 7, 2022 | $154M | $131M | 1 | 1 | 0 | n/a | n/a |
| 2020 | Mar 8, 2021 | $162M | $108M | 1 | 1 | 0 | n/a | n/a |
| 2019 | Mar 17, 2020 | $120M | $57.4M | 3 | 2 | 1 | n/a | n/a |
| 2018 | Feb 27, 2019 | $101M | $0 | 1 | 1 | 0 | n/a | n/a |