Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > austin > OXLER PRIVATE WEALTH
OXLER PRIVATE WEALTH
800 Westchester Ave
Suite 641n
Rye Brook, New York 10573
Tel: 212-785-2860
About OXLER PRIVATE WEALTH
OXLER PRIVATE WEALTH, formally registered with the SEC as OXLER PRIVATE WEALTH. The firm was established in 08/10/2020. They have over 3 offices throughout the country.
OXLER PRIVATE WEALTH is a Rye Brook, New York based Financial Planning firm with nearly $440,752,337 assets under management, offering retirement planning & investment advisory services to 258 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309684 |
| SEC# | 801-119258 |
| Assets Managed by Firm | $440,752,337 |
| No. of Clients | 258 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (ASSET ALLOCATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 258 | $440,752,337 |
| Individuals (other than high net worth individuals) | 55 | $18,457,994 |
| High net worth individuals | 45 | $390,602,226 |
| Pension and profit sharing plans | 7 | $7,831,203 |
| Charitable organizations | 4 | $4,330,623 |
| Corporations or other businesses | 1 | $2,110 |
More Retirement Planning firms in Rye Brook, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Rye Brook, New York