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Walter Jerome Clarke

OXFORD INVESTMENT PARTNERS, LLC·PHOENIX, Arizona
Unclaimed Profile
5060 N 40TH STREET, PHOENIX, AZ 85018CRD# 2579982Firm CRD# 124791
01

About

Walter Jerome Clarke is a registered financial advisor based in PHOENIX, Arizona, affiliated with OXFORD INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OXFORD INVESTMENT PARTNERS, LLC
OXFORD INVESTMENT PARTNERS, LLC
AUM
$224M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OXFORD INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2579982
Firm CRD# 124791
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Walter Jerome Clarke offer?
Walter Jerome Clarke specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.
What are Walter Jerome Clarke's credentials?
Walter Jerome Clarke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walter Jerome Clarke located?
Walter Jerome Clarke is based in PHOENIX, Arizona, working with OXFORD INVESTMENT PARTNERS, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Walter Jerome Clarke charge for services?
Walter Jerome Clarke's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXFORD INVESTMENT PARTNERS, LLC?
OXFORD INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OXFORD INVESTMENT PARTNERS, LLC

Lori Suzanne Clarke
PHOENIX, AZ
Beverly Jane Clarke
PHOENIX, AZ
Leah Louise Lewis
PHOENIX, AZ

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