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Building 2OXFORD INVESTMENT PARTNERS, LLC

Map pinPHOENIX, AZ
Phone602-381-1000
NotebookSEC #801-61873
Total AUM
$223.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5060 N 40TH STREET
SUITE 112
PHOENIX
AZ 85018
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
602-381-1000

ReceiptFinancials

Total AUM
$223.7M
Accounts
389
Discretionary
$213.1M
Accounts
364
Non-Discretionary
$10.6M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Pending Regulatory Proceeding
State Registrations
AZCACOIDNETXUT

HandshakeAffiliates

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

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