OXFORD MASTERPLAN
Filed: July 8, 2022
Tax and taxation planning, advice, information and consultancy services
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97494324
BESPOKE GENERATIONAL SOLUTIONS
Filed: July 8, 2022
Financial services, namely, wealth management services, philanthropic services concerning monetary donations, insurance…
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97494491
TOFF.HD
Filed: July 8, 2022
Tax and taxation planning, advice, information and consultancy services
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97494493
PREMIER COLLECTION OF OXFORD
Filed: July 8, 2022
Tax and taxation planning, advice, information and consultancy services
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97494498
OXFORD FINANCIAL GROUP, LTD.
Filed: July 8, 2022
Wealth advisor services, namely, tax and taxation planning, advice, information and consultancy services
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97494577
OXFORD OUTCOME BASED INVESTING
Filed: July 8, 2022
Investment advice in the fields of investment management
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97495532
MAYFAIR CAPITAL PARTNERS
Filed: July 20, 2022
Investment advice in the fields of investment management, specifically alternative investments
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97512261
SWINDON TRANSITION COUNSEL
Filed: July 21, 2022
Tax and taxation planning, advice, information and consultancy services
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97513268
M25 COUNSEL
Filed: July 21, 2022
Family Office Services
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97514420
OXFORD OUTSOURCED FAMILY OFFICE
Filed: August 2, 2022
Family Office Services to high net worth clients
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97531301
NATIONAL FIRM. MIDWESTERN ROOTS.
Filed: August 3, 2022
Tax and taxation planning, advice, information and consultancy services; accounting services; business administrative services…
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97532930
COMPLETE TRANSPARENCY
Filed: August 3, 2022
Registered Investment Advisor and Family Office Services
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97532934
COMPLETE FIDUCIARY
Filed: August 3, 2022
Tax and taxation planning, advice, information and consultancy services; accounting services; business administrative services…
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97532945
THOUGHTFUL. INSIGHTFUL. COMMITTED.
Filed: August 3, 2022
Registered investment advisory services; Family office services, namely, financial planning and advisory services; financial…
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97533094
BERKSHIRE, LLC
Filed: December 21, 2022
Wealth Management for high net worth individuals including investment management services
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97727504
PRIVATE FAMILY SERVICES OF OXFORD
Filed: March 28, 2023
Tax and taxation planning, advice, information and consultancy services; accounting services; business administrative services…
Owned by: Oxford Financial Group, Ltd.
Serial Number: 97860924
