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Home > Retirement Planners > florida > melbourne > OXENFREE FINANCIAL
OXENFREE FINANCIAL
1900 S. Harbor City Blvd.
Ste. 111
Melbourne, Florida 32901-4725
Tel: 321-722-7882
About OXENFREE FINANCIAL
OXENFREE FINANCIAL, formally registered with the SEC as OXENFREE FINANCIAL. The firm was established in 07/06/2023. They have over 3 offices throughout the country.
OXENFREE FINANCIAL is a Melbourne, Florida based Financial Planning firm with nearly $168,352,562 assets under management, offering retirement planning & investment advisory services to 1513 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327105 |
| SEC# | 801-128275 |
| Assets Managed by Firm | $168,352,562 |
| No. of Clients | 1513 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ASSET ALLOCATION AND ADVISORY CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1513 | $168,352,562 |
| Individuals (other than high net worth individuals) | 624 | $79,138,754 |
| High net worth individuals | 56 | $88,804,120 |
| Charitable organizations | 4 | $226,261 |
| Corporations or other businesses | 2 | $183,427 |
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