Midfirst Bank is a large advisory firm based in Oklahoma City. It manages $69.57 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, New York, and Oklahoma.
Midfirst Bank provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Midfirst Bank is $69.57 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Midfirst Bank for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
George Jeffrey Records has been acting as President since 1 Oct 1981. Edward Lowell Plotkin joined the executive team most recently as the Vice President.
The principal office where Midfirst Bank performs its advisory services is located at 501 Nw Grand Blvd., Oklahoma City, OK 73118 6054, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 405-767-7000 or by fax 405-843-6821. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.midfirst.com.