TrueAdvisor
TrueAdvisor
AF
AF

Andrew Donald Filauro

Oxford Financial Group, LTD
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Oxford Financial Group, LTD
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
679 clients
Average Client Portfolio
$28.9M average
Assets Under Management
$19.7B

Fee Structure

Location

231 Royal Palm Way, Suite 301, Palm Beach, FL, 33480

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oxford Financial Group, LTD
February 2024 - Present · 2 yrs
Previous Registrations
Steel Grove Capital Advisors, LLC
March 2022 - February 2024 · 1 yr 11 mos
Goldman Sachs & CO. LLCBroker
May 2018 - March 2022 · 3 yrs 10 mos
Barclays Capital INC.Broker
August 2014 - October 2017 · 3 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.