OXFORD INVESTMENT PARTNERS, LLC

PHOENIX, Arizona·1 registered advisor·CRD# 124791
SEC# 801-61873602-381-1000
01

Firm Overview

AUM
$224M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
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 PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at OXFORD INVESTMENT PARTNERS, LLC

1 registered advisor
Walter Jerome Clarke
PHOENIX, Arizona
05

Office Locations

PHOENIX, Arizona
1 advisor

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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.