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Robert Winthrop Toan

OXFORD FINANCE ADVISORS, LLC·ALEXANDRIA, Virginia
Unclaimed Profile
115 SOUTH UNION STREET, ALEXANDRIA, VA 22314CRD# 6000419Firm CRD# 304433
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About

Robert Winthrop Toan is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with OXFORD FINANCE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
OXFORD FINANCE ADVISORS, LLC
OXFORD FINANCE ADVISORS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
80
Total firm employees
View all advisors at OXFORD FINANCE ADVISORS, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: ORIGINATION, LEVERAGE SOURCING AND ADMINISTRATION FEES
Regulatory
SEC/IARD CRD# 6000419
Firm CRD# 304433
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Winthrop Toan offer?
Robert Winthrop Toan specializes in Retirement Planning. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Robert Winthrop Toan's credentials?
Robert Winthrop Toan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Winthrop Toan located?
Robert Winthrop Toan is based in ALEXANDRIA, Virginia, working with OXFORD FINANCE ADVISORS, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Robert Winthrop Toan charge for services?
Robert Winthrop Toan's firm is compensated through percentage of aum, performance-based fees, other: origination, leverage sourcing and administration fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXFORD FINANCE ADVISORS, LLC?
OXFORD FINANCE ADVISORS, LLC has approximately 80 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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