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OXFORD INVESTMENT PARTNERS, LLC
OXFORD INVESTMENT PARTNERS, LLC
PHOENIX, Arizona
·
4 registered advisors
·
CRD# 124791
SEC# 801-61873
602-381-1000
01
Firm Overview
AUM
$224M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
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
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at OXFORD INVESTMENT PARTNERS, LLC
4 registered advisors
Beverly Jane Clarke
PHOENIX, Arizona
CRD# 719941
Leah Louise Lewis
PHOENIX, Arizona
CRD# 5581915
Lori Suzanne Clarke
PHOENIX, Arizona
CRD# 5592369
Walter Jerome Clarke
PHOENIX, Arizona
CRD# 2579982
05
Office Locations
PHOENIX, Arizona
4 advisors
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Data sourced from SEC Form ADV filings. OXFORD INVESTMENT PARTNERS, LLC (CRD# 124791) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.