Exencial Wealth Advisors

  • Financial Services
  • Oklahoma City OK
  • 109 employees
  • Financial Services
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Company Overview

Headquarters
9108 N Kelley Ave, Oklahoma City OK
Website
exencialwealth.com
Phone
(405) 478-1971
Employees
109
Founded in
2003
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$26B

Total Funding Amount

$350,000M

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Company Leadership

Philip Ross

Partner

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Exencial Wealth Advisors Industry Tags

Finance
Financial Services
Financial Advisory Services
Investment Banking Asset Management
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Exencial Wealth Advisors Tech Stack

JavaScript
HTML
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FAQ

What is the location of Exencial Wealth Advisors's headquarters?
The headquarters of Exencial Wealth Advisors are situated at 9108 N Kelley Ave, Oklahoma City OK
What is Exencial Wealth Advisors's phone number?
Exencial Wealth Advisors's contact number is (405) 478-1971.
What is Exencial Wealth Advisors's official website?
The official website of Exencial Wealth Advisors can be found at exencialwealth.com.
What is Exencial Wealth Advisors's current revenue?
As of February 2023, Exencial Wealth Advisors's annual revenue reached $26B.
How many employees does Exencial Wealth Advisors currently have?
Exencial Wealth Advisors employs approximately 109+ people as of February 2023
Which industries is Exencial Wealth Advisors primarily operating in?
Exencial Wealth Advisors operates in the following industries: Finance, Credit
Who is the Partner of Exencial Wealth Advisors?
Exencial Wealth Advisors's Partner is Philip Ross
What are Exencial Wealth Advisors's industry tags?
Exencial Wealth Advisors's industry tags include: Finance, Financial Services, Financial Advisory Services
What is Exencial Wealth Advisors's total funding to date?
Exencial Wealth Advisors has secured $350,000M as of February 2023
When was Exencial Wealth Advisors founded?
Exencial Wealth Advisors was founded in 2003.

Employee Directory

Key Employees

John Burns

Chief Executive Officer

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Taylor Gill

Relationship Manager

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Tim Courtney

Chief Investment Officer

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Cassandra Colon

Client Services Manager

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Cydney Higgins

Marketing Manager

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