OXFORD FINANCIAL GROUP, LTD

11711 North Meridian Street
Suite 600
Carmel, Indiana 46032
Tel: 317-843-5678

About OXFORD FINANCIAL GROUP, LTD

OXFORD FINANCIAL GROUP, LTD, formally registered with the SEC as OXFORD FINANCIAL GROUP, LTD. The firm was established in 02/07/1984. They have over 7 offices throughout the country.

OXFORD FINANCIAL GROUP, LTD is a Carmel, Indiana based Financial Planning firm with nearly $15,587,908,593 assets under management, offering retirement planning & investment advisory services to 5947 clients. The firm is staffed with 159 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105303
SEC#	801-20692
Assets Managed by Firm	$15,587,908,593
No. of Clients	5947
No. of Advisors	159

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5947	$15,587,908,593
Individuals (other than high net worth individuals)	53	$30,676,592
High net worth individuals	537	$8,646,765,391
Pension and profit sharing plans	34	$2,796,218,144
Charitable organizations	22	$390,874,926
Corporations or other businesses	12	$1,087,520,490

Inquire with OXFORD FINANCIAL GROUP, LTD

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
VALEO FINANCIAL ADVISORS, LLC 10 W. Carmel Dr Ste 400 Carmel, IN, 46032-3357	$7,103,709,028	15757	161

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