Investment adviser · CRD 124791
OXFORD INVESTMENT PARTNERS, LLC
Investment adviser filing (IA)
PHOENIX, AZ, United States · Form ADV filed Aug 31, 2012
- Regulatory AUM
- $224M Form ADV · Item 5.F
- Client accounts
- 389 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 31, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
5060 N 40TH STREET, SUITE 112PHOENIX, AZ, 85018, United States
CRD 124791
Filing source
Form ADV 665116 · Aug 31, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.