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OXFORD FINANCE ADVISORS, LLC

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

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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 9 offices throughout the country.

OXFORD FINANCE ADVISORS, LLC is a Alexandria, Virginia based Financial Planning firm with nearly $995,566,875 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 73 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#304433
SEC#801-126145
Assets Managed by Firm$995,566,875
No. of Clients3
No. of Advisors73

Fee Structure

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

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total3$995,566,875

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