1900 S. Harbor City Blvd.
Ste. 111
Melbourne, Florida 32901-4725
Tel: 321-722-7882
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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