Coates Carl Victor is an adviser based in Ponca City. It manages $32.88 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oklahoma.
Coates Carl Victor provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Coates Carl Victor is $32.88 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Coates Carl Victor for their services and products based on a percentage of assets under management and hourly charges. 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.
Coates Carl Victor is owned by C Coates. Gerald Don Corbin joined the executive team most recently as the Chief Compliance Officer.
The principal office where Coates Carl Victor performs its advisory services is located at 1223 E Highland, Ponca City, OK 74601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 580-762-7537 or by fax 580-762-1708. The normal business hours are 8:00am to5:00 pm on Monday - Friday.