Oxford Real Estate Advisors Inc
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Overview
Oxford Real Estate Advisors Inc operates as a financial advisory firm that has its headquarters in Pittsburgh, Pennsylvania. It controls $129.2 million in assets over two client accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). Oxford Real Estate Advisors Inc is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments like options, bonds and stocks.
Oxford Real Estate Advisors Inc oversees zero of the company's client assets in a discretionary manner. Discretionary management means that a portfolio manager makes transaction decisions without needing to seek client consent. The firm also manages two non-discretionary accounts with a total of $129.2 million in assets. The investment advisory firm oversees an average of $64.6 million in assets for each customer account.
The firm's central office is located at 2545 Railroad Street, Pittsburgh, Pennsylvania 15222-7605. The company is permitted to provide services to customers in the state of Pennsylvania.
Assets Under Management
Disclosures
Office Location
Oxford Real Estate Advisors Inc by the Numbers
$129.2 million
2
$64.6 million
Fee Structure
Financial advisory fees usually depend on which service is offered. However, fee types billed by the company can be comprised of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to pooled investment vehicles. Out of its two customers, Oxford Real Estate Advisors Inc's largest client by number of accounts is pooled investment vehicles. None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Oxford Real Estate Advisors Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Oxford Real Estate Advisors Inc
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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