Oxford Financial Group
Likely to Engage tag.Highly Engaged Employees

Finance · Indiana, United States · 51-200 Employees

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Overview

Headquarters

PO Box 80238, Indianapolis, Indiana, 462...

Phone Number

(317) 843-5678

Revenue

$32.4 Million

Industry

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

Oxford Financial Group, Ltd. is a leading wealth management and registered investment advisor (RIA) that specializes in multigenerational estate planning and innovative investment strategies. The firm serves over 700 elite families and institutions across 36 states, providing tailored financial solutions through its various services, including investment advisory, family office services, and institutional consulting. With a commitment to independence and client-focused service, Oxford has established itself as one of the largest independent RIA firms in the country. Their dedicated team of experts aims to unlock the wealth potential of their clients, ensuring thoughtful and insightful financial management.Explore more
Oxford Financial Group's Social MediaPopular SearchesOxford Financial Group LtdOxford Financial Groupoxford financial group IncThe Oxford Financial GroupOxford Financial Group , LTDSIC Code 62,628NAICS Code 52,523Show more

Oxford Financial Group Org Chart

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Chief Financial Officer

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Timothy Dean, Chief Operating Officer & Chief Financial Officer at Oxford Financial Group
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Chief Operating Officer & Chief Financial Off...

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President

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Chief Investment Officer

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Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oxford Financial Group

$32.4M
51-200
Private
-
1981
BC
Brian CopseyChief Financial Officer
$309.3M
501-1,000
Private
$720M
2013
TM
Travis MunroManaging Director
$219.1M
201-500
Private
-
2017
TM
Tim MaguireRegional Managing Director
$100.5M
51-200
Private
-
2005
Dimitri Eliopoulos, Chief Executive Officer & Partner at Curi Capital
Dimitri EliopoulosCEO & Partner
$43.6M
51-200
Private
-
1913
$41.2M
51-200
Private
-
2004
$39.5M
51-200
Private
<$5M
1996
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Company Profile Activity

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High Activity

Activity Insights

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

What does this means?

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

Oxford Financial Group Tech Stack

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Oxford Financial Group News & Media

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Frequently Asked Questions Regarding Oxford Financial Group

What is Oxford Financial Group's official website?
Oxford Financial Group's official website is www.ofgltd.com
What is Oxford Financial Group's Revenue?
Oxford Financial Group's revenue is $32.4 Million
What is Oxford Financial Group's SIC code?
Oxford Financial Group's SIC: 62,628
What is Oxford Financial Group's NAICS code?
Oxford Financial Group's NAICS: 52,523
How many employees does Oxford Financial Group have?
Oxford Financial Group has 51-200 employees
What industry does Oxford Financial Group belong to?
Oxford Financial Group is in the industry of: Finance, Securities Trading
What is Oxford Financial Group competition?
Oxford Financial Group top competitors include: Trust Point, Cresset, Coldstream Holdings, Steward Partners
What technology does Oxford Financial Group use?
Some of the popular technologies that Oxford Financial Group uses are: Freshservice, Zingfit, WooCommerce, WordPress.org
Who is the CFO of Oxford Financial Group?
Oxford Financial Group's CFO is Brian Copsey
How do I contact Oxford Financial Group?
Oxford Financial Group contact info: Phone number: (317) 843-5678 Website: www.ofgltd.com
What does Oxford Financial Group do?

Oxford Financial Group, Ltd. is a leading wealth management and registered investment advisor (RIA) that specializes in multigenerational estate planning and innovative investment strategies. The firm serves over 700 elite families and institutions across 36 states, providing tailored financial solutions through its various services, including inve... stment advisory, family office services, and institutional consulting. With a commitment to independence and client-focused service, Oxford has established itself as one of the largest independent RIA firms in the country. Their dedicated team of experts aims to unlock the wealth potential of their clients, ensuring thoughtful and insightful financial management.Read More

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

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