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OXFORD FINANCIAL GROUP, LTD
CARMEL, IN
317-843-5678
SEC #801-20692Total AUM
$23.3B
Employees
156Clients
697Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11711 NORTH MERIDIAN STREET
SUITE 600
CARMEL
IN 46032
United States
SUITE 600
CARMEL
IN 46032
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
317-843-5678
Other Offices
6
Financials
Total AUM
$23.3B
Accounts
6,593Discretionary
$11.5B
Accounts
5,201Non-Discretionary
$11.8B
Accounts
1,392
Clients
Individual Clients
38AUM
$19.4M
HNW Individual Clients
551AUM
$13.9B
Pooled Vehicle Clients
48AUM
$4.5B
Pension/Profit Sharing Plan Clients
29AUM
$3.3B
Charitable Organization Clients
18AUM
$413.9M
Insurance Company Clients
2AUM
$43.5M
Corporation or Business Clients
11AUM
$1.1B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACODCDEFLGAILINKYLAMAMIMNMONCNJNVNYOHPASCTNTXVAWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.