Streeter Moore & Stipe

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

4111 S Darlington Ave Ste 120, Tulsa, Ok...

Phone Number

(918) 481-6262

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Streeter Moore & Stipe

Streeter, Moore & Stipe LLC, based in Tulsa, OK, is a SEC-registered investment adviser that offers financial planning, investment advice, asset allocation strategies, and portfolio construction recommendations to individuals, families, businesses, and institutional clients. Founded in 1994, the firm emphasizes independence in serving its clients and also operates under the name Robert Stephen Capital Management. The company provides a range of resources, including calculators and articles, to assist clients in their financial decision-making. Their services are designed to cater to a diverse clientele seeking expert investment management and financial guidance.Explore more
Streeter Moore & Stipe's Social MediaPopular SearchesStreeter Moore & Stipe LLCStreeter Moore & StipeFinancial Investment ManagementBroadridge Investor Communication Solutions IncFinancial & Investment ManagementSIC Code 62,628NAICS Code 52,523Show more

Streeter Moore & Stipe Org Chart

PhoneEmail
SS
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Streeter Moore & Stipe

<$5M
11-50
Private
-
-
SS
Stephen StreeterFounder & Principal
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2007
JO
Jamie O'CainManager, Operations
<$5M
1-10
Private
-
2018
SZ
Steve ZhouSenior Portfolio Manager
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Streeter Moore & Stipe is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Streeter Moore & Stipe is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Streeter Moore & Stipe.

Streeter Moore & Stipe Tech Stack

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Frequently Asked Questions Regarding Streeter Moore & Stipe

What is Streeter Moore & Stipe's official website?
Streeter Moore & Stipe's official website is www.smsadvisor.com
What is Streeter Moore & Stipe's Revenue?
Streeter Moore & Stipe's revenue is <$5 Million
What is Streeter Moore & Stipe's SIC code?
Streeter Moore & Stipe's SIC: 62,628
What is Streeter Moore & Stipe's NAICS code?
Streeter Moore & Stipe's NAICS: 52,523
How many employees does Streeter Moore & Stipe have?
Streeter Moore & Stipe has 11-50 employees
What industry does Streeter Moore & Stipe belong to?
Streeter Moore & Stipe is in the industry of: Finance, Securities Trading
What is Streeter Moore & Stipe competition?
Streeter Moore & Stipe top competitors include: Stabler Wealth Management, Wealth Advisory Services, Wealth Advisors Group, Koa Wealth Management
What technology does Streeter Moore & Stipe use?
Some of the popular technologies that Streeter Moore & Stipe uses are: Microsoft 365, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact Streeter Moore & Stipe?
Streeter Moore & Stipe contact info: Phone number: (918) 481-6262 Website: www.smsadvisor.com
What does Streeter Moore & Stipe do?

Streeter, Moore & Stipe LLC, based in Tulsa, OK, is a SEC-registered investment adviser that offers financial planning, investment advice, asset allocation strategies, and portfolio construction recommendations to individuals, families, businesses, and institutional clients. Founded in 1994, the firm emphasizes independence in serving its clients a... nd also operates under the name Robert Stephen Capital Management. The company provides a range of resources, including calculators and articles, to assist clients in their financial decision-making. Their services are designed to cater to a diverse clientele seeking expert investment management and financial guidance.Read More

What are Streeter Moore & Stipe social media links?
Streeter Moore & Stipe Linkedin page
Is Streeter Moore & Stipe a public company?
Streeter Moore & Stipe is private company therefore does not currently have an official ticker symbol
See more information about Streeter Moore & Stipe

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