OLIVE OXFORD OFFICE LLC
CRD #108018 SEC #801-57080 CARMEL, IN 317-843-5678
SEC Registered
Total AUM
$143.3M
Discretionary
$0
Employees
--
Clients
26
Accounts
420
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 6, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LAMOTHE, CHRISTOPHER, PAGE | I | BOARD MANAGER | NA | Control |
| MITCHELL, SUSAN, ELAINE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| SEARS, MICHAEL, LEE | I | BOARD MANAGER | NA | Control |
| SEARS, MICHAEL, LEE | I | BOARD MANAGER | NA | Control |
| STROMAN, JEFFERY, HAL | I | BOARD MANAGER | NA | Control |
| STROMAN, JEFFERY, HAL | I | BOARD MANAGER | NA | Control |
| THOMASSON, JEFFREY, HUGH | I | CEO, CHAIRMAN AND BOARD MANAGER | NA | Control |
| THOMASSON, JEFFREY, HUGH | I | CEO, CHAIRMAN AND BOARD MANAGER | NA | Control |
| OXFORD FINANCIAL GROUP, LTD | DE | MEMBER | E | Control |
| OXFORD FINANCIAL GROUP, LTD | DE | MEMBER | E | Control |
| OXFORD FINANCIAL GROUP, LTD | DE | MEMBER | E | Control |
Registrations
Federal
IA
May 6, 2002 REGISTERED
Notice Filings (3)
IL IN OH
Address
11711 NORTH MERIDIAN STREETSUITE 600
CARMEL, IN 46032
USA
Phone: 317-843-5678