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Building 2OXFORD WEALTH GROUP, LLC

Map pinORLANDO, FL
Phone407-495-2004
NotebookSEC #801-124718
Total AUM
$327.9M
Employees
14
Clients
915

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 N. ORANGE AVENUE
SUITE 775
ORLANDO
FL 32801
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
407-495-2004
Other Offices
9

ReceiptFinancials

Total AUM
$327.9M
Accounts
1,877
Discretionary
$327.9M
Accounts
1,877
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
858
AUM
$198.4M
HNW Individual Clients
55
AUM
$129.5M
Corporation or Business Clients
2
AUM
$33.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARFLGANCPASCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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