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Matthew Thomas Wagner

OXINAS PARTNERS, LLC·JEFFERSONVILLE, Indiana
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607 NORTH SHORE DRIVE, JEFFERSONVILLE, IN 47130CRD# 5339909Firm CRD# 297462
01

About

Matthew Thomas Wagner is a registered financial advisor based in JEFFERSONVILLE, Indiana, affiliated with OXINAS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OXINAS PARTNERS, LLC
OXINAS PARTNERS WEALTH MANAGEMENT
AUM
$297M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at OXINAS PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5339909
Firm CRD# 297462
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Thomas Wagner offer?
Matthew Thomas Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JEFFERSONVILLE, Indiana for a consultation.
What are Matthew Thomas Wagner's credentials?
Matthew Thomas Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Thomas Wagner located?
Matthew Thomas Wagner is based in JEFFERSONVILLE, Indiana, working with OXINAS PARTNERS, LLC. Their office serves clients in the JEFFERSONVILLE metropolitan area and surrounding communities.
How does Matthew Thomas Wagner charge for services?
Matthew Thomas Wagner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXINAS PARTNERS, LLC?
OXINAS PARTNERS, LLC has approximately 10 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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