111 N. Orange Avenue
Suite 775
Orlando, Florida 32801
Tel: 407-495-2004
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 $156,367,281 assets under management, offering retirement planning & investment advisory services to 966 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 319561 |
SEC# | 801-124718 |
Assets Managed by Firm | $156,367,281 |
No. of Clients | 966 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 966 | $156,367,281 |
Individuals (other than high net worth individuals) | 459 | $147,115,628 |
High net worth individuals | 7 | $5,465,736 |
Pension and profit sharing plans | 17 | $3,380,752 |
Charitable organizations | 1 | $57,695 |
Corporations or other businesses | 1 | $347,470 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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