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Home > Retirement Planners > texas > austin > OXBOW ADVISORS, LLC
OXBOW ADVISORS, LLC
500 West 5th Street, Suite 1205
Austin, Texas 78701
Tel: 512-386-1088
About OXBOW ADVISORS, LLC
OXBOW ADVISORS, LLC, formally registered with the SEC as OXBOW ADVISORS, LLC. The firm was established in 06/06/2011. They have over 4 offices throughout the country.
OXBOW ADVISORS, LLC is a Austin, Texas based Financial Planning firm with nearly $2,097,433,511 assets under management, offering retirement planning & investment advisory services to 1625 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156393 |
| SEC# | 801-72387 |
| Assets Managed by Firm | $2,097,433,511 |
| No. of Clients | 1625 |
| No. of Advisors | 12 |
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
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1625 | $2,097,433,511 |
| Individuals (other than high net worth individuals) | 326 | $203,870,407 |
| High net worth individuals | 314 | $1,486,712,216 |
| Pension and profit sharing plans | 3 | $13,007,376 |
| Charitable organizations | 9 | $51,976,317 |
| Corporations or other businesses | 45 | $341,867,195 |
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