SourcingSourcing

PALO DURO PARTNERS, LLC

C14
CRD 305990·GROVE, OK
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PALO DURO PARTNERS, LLC
CRD
305990
SEC file #
—
EIN
—
DBA names
Palo Duro Partners, Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
GROVE OK
Branches
Count1

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Fletcher, Leslie, Mueller
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Fletcher, Leslie, Mueller
Montgomery, Willie
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1856
Soi Zip Pct 200k Plus
0.0493
Soi Zip Returns 200k Plus
300
Soi Zip Total AGI
430,844
Fdic Zip Total Deposits
11,337,127,000
Fdic Zip Branch Count
212
Fdic Zip Top Banks
Grand Savings Bank
Bank of Grand Lake

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Interactive Brokers3
Fdic Zip Branches Raw
Grand Lake BankGrove, OK
Green Country Federal Savings and Loan AssociationGrove, OK
Fdic Zip HHI
1385.87
Fdic Zip Top Bank Share Pct
29.65
Fdic Zip Year
2025
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI25,610
Returns2,060
Stub 2
AGI55,202
Returns1,520
Stub 3
AGI50,225
Returns820
Soi Zip Total Business Income
14,453
Soi Zip Total Cap Gains
50,193
Soi Zip Total Dividends
8,895
Soi Zip Total Returns
6,090
Top Owner CRD
7895183

People (2)

2
Fletcher, Leslie, Mueller
Direct Owner · 37.5%
7895183
Montgomery, Willie
Direct Owner · 37.5%
7895166