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Oxford Financial Group, Ltd.

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oxford financial group, ltd. is the premier multifamily office in the midwest and one of the largest registered investment advisor (ria) firms in the country. oxford has oversight of more than $20 billion in assets (which includes assets under management), with 20 managing directors serving over 800 families and institutions in 37 states. oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 35 years. with special expertise in alternative investments and private equity, oxford specializes in serving clients with net worth above $5 million. for additional information, call 800.722.2289, or visit www.ofgltd.com.

Headquarters:
11711 North Meridian Street, Carmel, Indiana, United States, 46032
Industry:
Financial Services
Founded:
1981
Employees:
215
Annual Revenue:
-

Type: Private
Ticker: -
United States 213United Kingdom 1Australia 1
Estate PlanningPortfolio ManagementInvestmentsComprehensive Financial PlanningAsset ManagementTrust AdministrationRetirement PlanningInvestment ConsultingTax PlanningInsurance
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:
NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice

Frequently asked questions about Oxford Financial Group, Ltd.

Let us help answer the most common questions you might have.

Where is Oxford Financial Group, Ltd. located?

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Oxford Financial Group, Ltd.'s headquarters is located at 11711 North Meridian Street, Carmel, Indiana, United States, 46032

What is Oxford Financial Group, Ltd.'s official website?

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Oxford Financial Group, Ltd.'s official website is ofgltd.com

What is Oxford Financial Group, Ltd.'s SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Oxford Financial Group, Ltd.'s NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:
NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice

How many employees does Oxford Financial Group, Ltd. have?

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Oxford Financial Group, Ltd. has 215 employees

What industry does Oxford Financial Group, Ltd. belong to?

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Oxford Financial Group, Ltd. is in the industry of: Financial Services

What are Oxford Financial Group, Ltd.'s social media links?

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Oxford Financial Group, Ltd. Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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