Archon Advisory Corp (Tulsa)

Name: Archon Advisory Corp
Address: 1751 East 71 St Street, Tulsa, OK, 74136
Telephone: 918-523-1999

Archon Advisory Corp is a large advisory firm based in Tulsa. It manages $31.77 million of regulatory assets for 486 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, New Jersey, Oklahoma, Pennsylvania, and Texas.

Archon Advisory Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Archon Advisory Corp: assets under management

The assets under management (AUM) of Archon Advisory Corp is $31.77 million. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.35 million in discretionary accounts and $3.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.4 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Archon Advisory Corp for their services and products based on a percentage of assets under management and commissions. 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.

Careers at Archon Advisory Corp

Elliot Jay Paul has been acting as President since 1 Apr 1984. Jearl Wayne Meeks joined the executive team most recently as the Vice President Of Sales.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Elliot Jay Paul	President	1 Apr 1984	50% - 75%	714154
Earlene Rita Paul	Vp / corporate secretary	1 Apr 1984	50% - 75%	1325561
Jearl Wayne Meeks	Vice president of sales	1 Dec 1999	Other	2298871

Based in Tulsa

The principal office where Archon Advisory Corp performs its advisory services is located at 1751 East 71 St Street, Tulsa, OK 74136, which is also the mailing address of the firm. An additional office of the firm is in Haddonfield, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-523-1999 or by fax 918-523-1991. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.wartonarchon.com.