Oxford Financial is a fund manager in Carmel with $15.59 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
SEC advisor number
801-20692
FINRA CRD number
105303
AUM ?
$18.20 bn
(as of 27 Mar 24)
Accounts
6,270
(as of 27 Mar 24)
Employees
150
(35 investment advisory or research)
Address
Oxford Financial
11711 N MERIDIAN ST SUITE 600
CARMEL
IN 46032
11711 N MERIDIAN ST SUITE 600
CARMEL
IN 46032
Phone
317-843-5678
Ownership
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21