Overview
Assets Under Management: $191 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 73
Average Client Assets: $2.1 million
Frequently Asked Questions
OXFORD FINANCIAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282843), OXFORD FINANCIAL PARTNERS is subject to fiduciary duty under federal law.
OXFORD FINANCIAL PARTNERS is headquartered in CINCINNATI, OH.
OXFORD FINANCIAL PARTNERS serves 73 high-net-worth clients according to their SEC filing dated August 22, 2018. View client details ↓
According to their SEC Form ADV, OXFORD FINANCIAL PARTNERS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
OXFORD FINANCIAL PARTNERS manages $191 million in client assets according to their SEC filing dated August 22, 2018.
According to their SEC Form ADV, OXFORD FINANCIAL PARTNERS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.59%
Average Client Assets: $2.1 million
Total Client Accounts: 452
Discretionary Accounts: 452
Regulatory Filings
CRD Number: 282843
Filing ID: 1236109
Last Filing Date: 2018-08-22 10:27:00