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Shawnee Investments & Planning
SHAWNEE INVESTMENTS & PLANNING is a state-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
SHAWNEE INVESTMENTS & PLANNING is a state-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Shawnee
Corporate office
Shawnee, OK, United States
Sector focus
Frequently asked questions
Is Shawnee Investments & Planning a registered investment adviser?
The firm's registration status with the SEC or state regulators is not publicly documented. Single-family offices in the US are often exempt from registration under the Investment Advisers Act of 1940, provided they meet certain criteria, but this has not been confirmed for Shawnee Investments & Planning.
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