Oxford Financial Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,218

Total plan assets

$148.9M

Filings (rows)

Direct comp

$52K

Indirect comp

Showing only "OXFORD FINANCIAL ADVISORS"

View all 4 variants aggregated →

OXFORD FINANCIAL GROUP28 OXFORD FINANCIAL GRO3 OXFORD FINANCIAL ADVISORS2 OXFORD FINANCIAL PARTNERS1

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Haynes International, Inc. Haynes International, Inc. Combined Profit Sharing and Savings Plan · all filings	KOKOMO, IN	Investment manager	977	$93.2M	$41K	$0
Urology of Indiana, LLC Urology of Indiana, LLC 401(k) Plan · all filings	GREENWOOD, IN	Investment manager	241	$55.7M	$11K	$0