Harry
Oxley
Double Bay Management & Planning
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About this Advisor
Harry Oxley is a financial advisor based in San Francisco, California, working with Double Bay Management & Planning. Harry has previously held positions at Double Bay Management & Planning and Financial Telesis Inc. Harry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Harry is part of Double Bay Management & Planning, which operates out of San Francisco, California. The firm has one employee and manages assets totaling $106.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Double Bay Management & Planning includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Double Bay Management & Planning Brokerage Details
$106,155,745
1
90
$1,179,508
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Harry Oxley Work History
Double Bay Management & Planning
Financial Telesis Inc
Disclosures
Please visit the SEC profile of Harry Oxley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Double Bay Management & Planning
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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