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OXINAS PARTNERS WEALTH MANAGEMENT
JEFFERSONVILLE, IN
(812) 725-8649
SEC #801-113877Total AUM
$391M
Employees
8Clients
755Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
607 NORTH SHORE DRIVE
SUITE 101
JEFFERSONVILLE
IN 47130
United States
SUITE 101
JEFFERSONVILLE
IN 47130
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(812) 725-8649
Other Offices
2
Financials
Total AUM
$391M
Accounts
1,738Discretionary
$388.2M
Accounts
1,721Non-Discretionary
$2.8M
Accounts
17
Clients
Individual Clients
620AUM
$177.7M
HNW Individual Clients
88AUM
$172M
Pension/Profit Sharing Plan Clients
38AUM
$35.4M
Charitable Organization Clients
1AUM
$2.8M
Corporation or Business Clients
8AUM
$3.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CAFLGAILINKYNCNHNJNYOHPATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.