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OXFORD MARTIN, LLC
CRD 316388
301 EDGEWATER PLACE, SUITE 100, WAKEFIELD, MA, 01880, United States
Phone
617-932-9861
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.4M
Discretionary AUM
$25.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $15.3M |
| High net worth individuals | 8 | $10.2M |
All web addresses on file
Official SEC filing: View on IAPD