OXFORD WEALTH GROUP, LLC

111 N. Orange Avenue
Suite 775
Orlando, Florida 32801
Tel: 407-495-2004

About OXFORD WEALTH GROUP, LLC

OXFORD WEALTH GROUP, LLC, formally registered with the SEC as OXFORD WEALTH GROUP, LLC. The firm was established in 04/22/2022. They have over 6 offices throughout the country.

OXFORD WEALTH GROUP, LLC is a Orlando, Florida based Financial Planning firm with nearly $198,868,022 assets under management, offering retirement planning & investment advisory services to 1190 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319561
SEC#	801-124718
Assets Managed by Firm	$198,868,022
No. of Clients	1190
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1190	$198,868,022
Individuals (other than high net worth individuals)	524	$141,985,119
High net worth individuals	33	$56,882,903

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