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Building 2OXFORD FINANCIAL PARTNERS

Map pinCINCINNATI, OH
Phone513-469-7014
NotebookSEC #801-107713
Total AUM
$277.9M
Employees
5
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8044 MONTGOMERY ROAD
SUITE 163
CINCINNATI
OH 45236
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
513-469-7014

ReceiptFinancials

Total AUM
$277.9M
Accounts
525
Discretionary
$277.9M
Accounts
525
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
150
AUM
$48.1M
HNW Individual Clients
86
AUM
$210.4M
Pension/Profit Sharing Plan Clients
6
AUM
$19.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAINKYNEOHSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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