OXFORD PLANNING GROUP, LLC

OXFORD PLANNING GROUP, LLC of WOODSTOCK, MD is an SEC-registered investment adviser (CRD 286017). Regulatory assets under management: $112.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

NameRoleLocation
Patricia V. EddyCHIEF COMPLIANCE OFFICER & MEMBER
Shaun EddyMEMBER; MEMBER, CHIEF EXECUTIVE OFFICER

More on this firm