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Building 2OXFORD ASSET MANAGEMENT, LLC

Map pinMCALLEN, TX
Phone956-618-5600
NotebookSEC #801-69005
Total AUM
$100.1M
Employees
10
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3827 N. 10TH ST.
SUITE 104
MCALLEN
TX 78501
United States
Operating Hours
10:00 AM-4:00 PM
Monday - Friday
Phone
956-618-5600

ReceiptFinancials

Total AUM
$100.1M
Accounts
2,916
Discretionary
$85.6M
Accounts
2,556
Non-Discretionary
$14.5M
Accounts
360

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 Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES FOR EQUITY INDEX LINKED ANNUITIES

Shield checkCompliance

Disclosures

None reported

State Registrations
COLATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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