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Building 2OXENFREE FINANCIAL

Map pinMELBOURNE, FL
Phone321-722-7882
NotebookSEC #801-128275
Total AUM
$249.8M
Employees
8
Clients
950

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1900 S. HARBOR CITY BLVD.
STE. 111
MELBOURNE
FL 32901-4725
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
321-722-7882
Other Offices
1

ReceiptFinancials

Total AUM
$249.8M
Accounts
1,983
Discretionary
$202.5M
Accounts
1,590
Non-Discretionary
$47.3M
Accounts
393

ContactClients

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Individual Clients
842
AUM
$106.8M
HNW Individual Clients
99
AUM
$142.5M
Charitable Organization Clients
5
AUM
$257.5K
Corporation or Business Clients
4
AUM
$189.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION AND ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/Dishonesty
State Registrations
FLGALANCOHPATNTX

HandshakeAffiliates

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

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