SIENA CAPITAL, LLC
Legal name: OXFORD FINANCIAL PARTNERS
CRD #282843 SEC #801-107713 CINCINNATI, OH 513-469-7014
SEC Registered
Total AUM
$277.9M
Discretionary
$277.9M
Employees
5
Clients
101
Accounts
525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2022 | $277.9M | $277.9M | $0 | 5 | 0 |
| Feb 2022 | $277.9M | $277.9M | $0 | 5 | 0 |
| Feb 2021 | $231.6M | $231.6M | $0 | 5 | 0 |
| Sep 2020 | $218.1M | $218.1M | $0 | 6 | 0 |
| Jun 2020 | $218.1M | $218.1M | $0 | 6 | 0 |
| May 2020 | $218.1M | $218.1M | $0 | 6 | 0 |
| Apr 2020 | $218.1M | $218.1M | $0 | 6 | 0 |
| Mar 2020 | $218.1M | $218.1M | $0 | 6 | 0 |
| Feb 2020 | $218.1M | $218.1M | $0 | 6 | 0 |
| May 2019 | $186.5M | $186.5M | $0 | 5 | 0 |
| Mar 2019 | $186.5M | $186.5M | $0 | 5 | 0 |
| Aug 2018 | $191.1M | $191.1M | $0 | 4 | 0 |
| Feb 2018 | $191.1M | $191.1M | $0 | 4 | 0 |
| Feb 2018 | $191.1M | $191.1M | $0 | 4 | 0 |
| Oct 2017 | $168.3M | $168.3M | $0 | 4 | 0 |
| Aug 2017 | $168.3M | $168.3M | $0 | 4 | 200 |
| Jul 2017 | $168.3M | $168.3M | $0 | 4 | 200 |
| Feb 2017 | $168.3M | $168.3M | $0 | 4 | 200 |
| Jul 2016 | $164.5M | $164.5M | $0 | 4 | 0 |
| Jul 2016 | $151.5M | $151.5M | $0 | 4 | 0 |
| Jun 2016 | $0 | $0 | $0 | 4 | 0 |
| Apr 2016 | $0 | $0 | $0 | 4 | 0 |
DateOct 2022
Total AUM$277.9M
Discretionary$277.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$277.9M
Discretionary$277.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$231.6M
Discretionary$231.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees4
Clients200
DateJul 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees4
Clients200
DateFeb 2017
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees4
Clients200
DateJul 2016
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2016
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0