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| Oxford Wealth Group LLC
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|
|---|---|
| CRD # | 319561 |
| SEC # | 801-124718 |
| CIK # | |
| AUM | $156.4 MM (2023-03-14) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 407-495-2004 |
| Address | 111 N Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 412 | 66.9 |
| (b) Individuals (high net worth individuals) | 36 | 64.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 860 | 131.7 |
| By Discretionary | ||
| Discretionary | 860 | 131.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 860 | 131.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.7 | |
| Total | 860 | 131.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parkstone Wealth Management LLC
✚
|
TX | 0.2 |
|
Merrion Investment Management Co LLC
✚
|
NJ | 0.2 |
|
Noble Wealth Management Inc
✚
|
CA | 0.2 |
|
Taconic Advisors Inc
✚
|
NY | 0.2 |
|
Stolz & Associates PS
✚
|
WA | 0.2 |
|
The Westchester Group LLC
✚
|
OH | 0.2 |
|
Palatine Hill LLC
✚
|
MI | 0.2 |
|
Elite Financial Inc
✚
|
ID | 0.2 |
|
Andrews Advisory Associates LLC
✚
|
HI | 0.2 |
|
Integrity Wealth Partners LLC
✚
|
CA | 0.2 |