Oxford Advisory Group

Finance · South Carolina, United States · 11-50 Employees

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Overview

Headquarters

404 Parker Ivey Dr, Greenville, South Ca...

Phone Number

(864) 568-5438

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
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ZI Rank
2
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About Oxford Advisory Group

Oxford Advisory Group is a financial services firm that specializes in retirement planning, offering tax-efficient strategies, estate planning, and wealth management. Their certified retirement financial advisors primarily serve high net worth clients, helping them navigate the complexities of wealth management. The company also engages in educational seminars and produces resources aimed at enhancing financial literacy. With locations in Florida and South Carolina, Oxford Advisory Group is recognized for its growth and success, featured on the Inc. 5000 list of fastest-growing private companies.Explore more
Oxford Advisory Group's Social MediaPopular SearchesOxford Advisory GroupOxford Advisory Group LLCOxford Advisory Group IncOxford Advisory LLCOxfordadvisorygroup ComSIC Code 62,628NAICS Code 52,523Show more

Oxford Advisory Group Org Chart

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Director, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oxford Advisory Group

<$5M
11-50
Private
-
1987
BS
Bradley SwineheartChief Growth Officer
<$5M
11-50
Private
<$5M
2015
AS
Alan ShawPresident
<$5M
1-10
Private
-
2012
JW
Jennifer WallaceDirector, Operations
<$5M
1-10
Private
-
2004
IW
Ian WoodsInvestment Advisor & Representative & Agent
<$5M
1-10
Private
-
1993
VD
Veronica DembkowskiManager, Client Services
<$5M
1-10
Private
-
2002
LJ
Laura JohnsonDirector, Marketing & Servicing Associate
<$5M
1-10
Private
-
-
GC
George ChantAt Law Attorney
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oxford Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oxford Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oxford Advisory Group.

Oxford Advisory Group Tech Stack

A closer look at the technologies used by Oxford Advisory Group

Most Recent Scoops

Hiring Plans
Oxford Advisory Group has more open roles in Operations than it has had at any time in the past 12 months.
Hiring Plans
Award
Award
Facilities Relocation / Expansion
Facilities Relocation/Expansion
New Hire
Executive Move
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Top Finance Companies

Frequently Asked Questions Regarding Oxford Advisory Group

What is Oxford Advisory Group's official website?
Oxford Advisory Group's official website is www.oxfordadvisorygroup.com
What is Oxford Advisory Group's Revenue?
Oxford Advisory Group's revenue is <$5 Million
What is Oxford Advisory Group's SIC code?
Oxford Advisory Group's SIC: 62,628
What is Oxford Advisory Group's NAICS code?
Oxford Advisory Group's NAICS: 52,523
How many employees does Oxford Advisory Group have?
Oxford Advisory Group has 11-50 employees
What industry does Oxford Advisory Group belong to?
Oxford Advisory Group is in the industry of: Finance, Securities Trading
What is Oxford Advisory Group competition?
Oxford Advisory Group top competitors include: Woods Financial, Duane Johnson Group, Evans Financial Group, Bridger Financial Services
What technology does Oxford Advisory Group use?
Some of the popular technologies that Oxford Advisory Group uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Oxford Advisory Group?
Oxford Advisory Group contact info: Phone number: (864) 568-5438 Website: www.oxfordadvisorygroup.com
What does Oxford Advisory Group do?

Oxford Advisory Group is a financial services firm that specializes in retirement planning, offering tax-efficient strategies, estate planning, and wealth management. Their certified retirement financial advisors primarily serve high net worth clients, helping them navigate the complexities of wealth management. The company also engages in educatio... nal seminars and produces resources aimed at enhancing financial literacy. With locations in Florida and South Carolina, Oxford Advisory Group is recognized for its growth and success, featured on the Inc. 5000 list of fastest-growing private companies.Read More

What are Oxford Advisory Group social media links?
Oxford Advisory Group Linkedin page Oxford Advisory Group Facebook page
Is Oxford Advisory Group a public company?
Oxford Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Oxford Advisory Group

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