Unclaimed Profile

Barry Lloyd Brauchi

OXBOW ADVISORS, LLC·AUSTIN, Texas

OXBOW ADVISORS, LLC

500 WEST 5TH STREET, SUITE 1205, AUSTIN, TX 78701CRD# 4699093Firm CRD# 156393

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barry Lloyd Brauchi · AUSTIN, TX

Registration

CRD #4699093 · OXBOW ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Barry Lloyd Brauchi is a registered financial advisor based in AUSTIN, Texas, affiliated with OXBOW ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

OXBOW ADVISORS, LLC

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OXBOW ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4699093

Firm CRD# 156393

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barry Lloyd Brauchi offer?

Barry Lloyd Brauchi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Barry Lloyd Brauchi's credentials?

Barry Lloyd Brauchi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Lloyd Brauchi located?

Barry Lloyd Brauchi is based in AUSTIN, Texas, working with OXBOW ADVISORS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Barry Lloyd Brauchi charge for services?

Barry Lloyd Brauchi'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 OXBOW ADVISORS, LLC?

OXBOW ADVISORS, LLC has approximately 12 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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