Overview
Assets Under Management: $345 million
Headquarters: JEFFERSONVILLE, IN
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,706
Discretionary Accounts: 1,681
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 297462
Filing ID: 1978093
Last Filing Date: 2025-04-17 09:23:00
Website: https://oxinaspartners.com