OXFORD ASSET MANAGEMENT, LLC

MCALLEN, Texas·3 registered advisors·CRD# 114571
SEC# 801-69005956-618-5600
01

Firm Overview

AUM
$100M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEES FOR EQUITY INDEX LINKED ANNUITIES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OXFORD ASSET MANAGEMENT, LLC

3 registered advisors
Cheri Carol Palumbo
MCALLEN, Texas
Jason A Habbit
MCALLEN, Texas
Stephen Morgan Pease
MCALLEN, Texas
05

Office Locations

MCALLEN, Texas
3 advisors

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Data sourced from SEC Form ADV filings. OXFORD ASSET MANAGEMENT, LLC (CRD# 114571) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.