← Back to searchVisit website
OXINAS PARTNERS WEALTH MANAGEMENT
OXINAS PARTNERS, LLC
CRD 297462 · SEC 801-113877
607 NORTH SHORE DRIVE, SUITE 101, JEFFERSONVILLE, IN, 47130, United States
Phone
(812) 725-8649
Fax
(812) 920-0862
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$391.0M
Discretionary AUM
$388.2M
Team
8 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 620 | $177.7M |
| High net worth individuals | 88 | $172.0M |
| Pension/profit sharing plans | 38 | $35.4M |
| Corporations/business entities | 8 | $3.1M |
States served
CA, GA, IL, IN, KY, NJ, NY, NC, OH, PA, PR, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD