Oxinas Partners Wealth Management is an investment advisor in Jefferson with $298.19 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
824134791
SEC advisor number
801-113877
FINRA CRD number
297462
AUM ?
$297.01 mm
(as of 1 Apr 24)
Accounts
1,661
(as of 1 Apr 24)
Employees
10
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22