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Building 2OXFORD WEALTH MANAGEMENT

Map pinLINDON, UT
Phone385-206-5271
NotebookSEC #801-131225
Total AUM
$109.6M
Employees
11
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
195 NORTH STATE STREET
SUITE 200 - OWM
LINDON
UT 84042
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
385-206-5271

ReceiptFinancials

Total AUM
$109.6M
Accounts
66
Discretionary
$91.9M
Accounts
64
Non-Discretionary
$17.8M
Accounts
2

ContactClients

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Individual Clients
38
AUM
$6.6M
HNW Individual Clients
26
AUM
$101.5M
Corporation or Business Clients
2
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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