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Cheri Carol Palumbo

OXFORD ASSET MANAGEMENT, LLC·MCALLEN, Texas
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3827 N. 10TH ST., MCALLEN, TX 78501CRD# 4543577Firm CRD# 114571
01

About

Cheri Carol Palumbo is a registered financial advisor based in MCALLEN, Texas, affiliated with OXFORD ASSET MANAGEMENT, 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
OXFORD ASSET MANAGEMENT, LLC
OXFORD ASSET MANAGEMENT, LLC
AUM
$100M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at OXFORD ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEES FOR EQUITY INDEX LINKED ANNUITIES
Regulatory
SEC/IARD CRD# 4543577
Firm CRD# 114571
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cheri Carol Palumbo offer?
Cheri Carol Palumbo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCALLEN, Texas for a consultation.
What are Cheri Carol Palumbo's credentials?
Cheri Carol Palumbo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cheri Carol Palumbo located?
Cheri Carol Palumbo is based in MCALLEN, Texas, working with OXFORD ASSET MANAGEMENT, LLC. Their office serves clients in the MCALLEN metropolitan area and surrounding communities.
How does Cheri Carol Palumbo charge for services?
Cheri Carol Palumbo's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees for equity index linked annuities. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXFORD ASSET MANAGEMENT, LLC?
OXFORD ASSET MANAGEMENT, LLC has approximately 10 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MCALLEN
Stephen Morgan Pease — OXFORD ASSET MANAGEMENT, LLCJason A Habbit — OXFORD ASSET MANAGEMENT, LLCWalter James Reyna — WALTER J. REYNA, INC.James Anthony Reyna — WALTER J. REYNA, INC.Magda Chapa Reyna — WALTER J. REYNA, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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