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First State Investment Advisors Inc (Tulsa)


First State Investment Advisors Inc is an adviser based in Tulsa. It manages $42.87 million of regulatory assets for 158 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Oklahoma and Texas.

First State Investment Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

First State Investment Advisors: assets under management

The assets under management (AUM) of First State Investment Advisors Inc is $42.87 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $271.3 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay First State Investment Advisors Inc for their services and products based on a percentage of assets under management. 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.

Based in Tulsa

The principal office where First State Investment Advisors Inc performs its advisory services is located at 7136 South Yale, Tulsa, OK 74136, 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 918-492-1466 or by fax 918-492-1678. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


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