Oxenfree Financial

Oxenfree Financial (CRD# 327105) is a financial advisory firm headquartered in Satellite Beach, FL. They manage $120,709,341 in 1,232 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1360 S Patrick Drive, Suite 5, Satellite Beach, FL 32937
https://twitter.com/oxenfreefin
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    1,232
    ACCOUNTS
  • Average Account Value
    $97,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NC, OH, PA, TN, TX

Financial Advisors at Oxenfree Financial
Showing 1 - 6 of 6 top financial advisors.
1
Garth Moreau, financial advisor Satellite Beach FL
Garth O. Moreau
CRD#: 5480972
1360 S Patrick Drive, Suite 5, Satellite Beach, FL 32937

Garth Moreau (CRD# 5480972) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has over 15 years of experience in the finance industry.

2
James Phillips, financial advisor Satellite Beach FL
James Phillips
CRD#: 5024716
1360 S Patrick Drive, Suite 5, Satellite Beach, FL 32937

James Phillips (CRD# 5024716) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has over 16 years of experience in the finance industry.

3
Luke Bunch, financial advisor Satellite Beach FL
Luke J. Bunch
CRD#: 7733506
1360 S Patrick Drive, Suite 5, Satellite Beach, FL 32937

Luke Bunch (CRD# 7733506) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has 1 year of experience in the finance industry.

4
Jonathan Cathey, financial advisor Satellite Beach FL
Jonathan C. Cathey
CRD#: 7845028
1360 S Patrick Drive, Suite 5, Satellite Beach, FL 32937

Jonathan Cathey (CRD# 7845028) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has 1 year of experience in the finance industry.

5
Nathan Kallal, financial advisor Satellite Beach FL
Nathan R. Kallal
CRD#: 7285034
1360 S Patrick Drive, Suite 5, Satellite Beach, FL 32937

Nathan Kallal (CRD# 7285034) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has over 3 years of experience in the finance industry.

6
John Sinchok, financial advisor Satellite Beach FL
John Sinchok
CRD#: 7511028
1360 S Patrick Drive, Suite 5, Satellite Beach, FL 32937

John Sinchok (CRD# 7511028) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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