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 $18,201,054,484 assets under management, offering retirement planning & investment advisory services to 6270 clients. The firm is staffed with 150 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105303
SEC#	801-20692
Assets Managed by Firm	$18,201,054,484
No. of Clients	6270
No. of Advisors	150

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6270	$18,201,054,484
Individuals (other than high net worth individuals)	43	$24,410,183
High net worth individuals	539	$9,972,279,660
Pension and profit sharing plans	32	$2,801,013,667
Charitable organizations	22	$432,976,456
Corporations or other businesses	12	$1,109,653,627

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
VALEO FINANCIAL ADVISORS, LLC 10 W. Carmel Dr Ste 400 Carmel, IN, 46032-3357	$8,944,535,606	18918	155

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