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Building 2OXFORD FINANCE ADVISORS, LLC

Map pinALEXANDRIA, VA
Phone703-519-4900
NotebookSEC #801-126145
Total AUM
$2.4B
Employees
84
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 SOUTH UNION STREET
SUITE 300
ALEXANDRIA
VA 22314
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
703-519-4900
Other Offices
9

ReceiptFinancials

Total AUM
$2.4B
Accounts
4
Discretionary
$2.4B
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$2.2B
Other Clients
1
AUM
$200.8M
Description of Other Clients
PROPRIETARY

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ORIGINATION, LEVERAGE SOURCING AND ADMINISTRATION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANHNJNYVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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