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OXFORD FINANCIAL GROUP, LTD
Tel: 317-843-5678
11711 North Meridian Street Suite 600
Carmel, Indiana 46032
OXFORD FINANCIAL GROUP, LTD
OXFORD FINANCIAL GROUP, LTD is a Carmel, Indiana based financial advisory firm with nearly $18,201,054,484 in assets under management and provides investment advisory services for 6270 clients. There are currently 150 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
105303
SEC#:
801-20692
No. of Clients:
6270
Assets under Management
$18,201,054,484
No. of Advisors:
150
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