OXFORD FINANCE ADVISORS, LLC

115 South Union Street
Suite 300
Alexandria, Virginia 22314
Tel: 703-519-4900

About OXFORD FINANCE ADVISORS, LLC

OXFORD FINANCE ADVISORS, LLC, formally registered with the SEC as OXFORD FINANCE ADVISORS, LLC. The firm was established in 07/22/2022. They have over 8 offices throughout the country.

OXFORD FINANCE ADVISORS, LLC is a Alexandria, Virginia based Financial Planning firm with nearly $1,234,524,416 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304433
SEC#	801-126145
Assets Managed by Firm	$1,234,524,416
No. of Clients	3
No. of Advisors	80

Fee Structure

A percentage of AUM
Performance Based
Other (ORIGINATION, LEVERAGE SOURCING AND ADMINISTRATION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$1,234,524,416

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