Assets Under Management
$19.7B
Number of Clients
679
Number of Advisors
48
Average Client AUM
$28.9M
AUM per Advisor
$409.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Oxford Financial Group offers financial and investment advisory services, including family office services, investment planning, family strategic planning, and fiduciary services. They also provide Chief Investment Officer (CIO) services to individuals, families, and institutional clients. Additional services include M25 Counsel and Swindon Transition Counsel.
11711 North Meridian Street, Suite 600, Carmel, IN, 46032