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Building 2THE OXFORD PRIVATE CLIENT GROUP

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Phone952-541-6008
NotebookSEC #801-64573
Total AUM
$35.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 - 5:00
Monday - Friday
Phone
952-541-6008

ReceiptFinancials

Total AUM
$35.6M
Accounts
92
Discretionary
$35.6M
Accounts
92
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil ProceedingPending Regulatory Proceeding
State Registrations
MN

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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