OXINAS PARTNERS WEALTH MANAGEMENT

607 North Shore Drive
Suite 101
Jeffersonville, Indiana 47130
Tel: (812) 725-8649

About OXINAS PARTNERS WEALTH MANAGEMENT

OXINAS PARTNERS WEALTH MANAGEMENT, formally registered with the SEC as OXINAS PARTNERS WEALTH MANAGEMENT. The firm was established in 08/22/2018. They have over 4 offices throughout the country.

OXINAS PARTNERS WEALTH MANAGEMENT is a Jeffersonville, Indiana based Financial Planning firm with nearly $344,596,274 assets under management, offering retirement planning & investment advisory services to 1706 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297462
SEC#	801-113877
Assets Managed by Firm	$344,596,274
No. of Clients	1706
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1706	$344,596,274
Individuals (other than high net worth individuals)	600	$154,719,270
High net worth individuals	97	$151,084,465
Pension and profit sharing plans	43	$33,406,983
Charitable organizations	Fewer than 5 clients	$2,137,167
Corporations or other businesses	11	$3,248,389

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