Andrew Filauro Named in the 2024 Palm Beach 100
2024年8月10日 - 12:49AM
ビジネスワイヤ(英語)
Andrew Filauro was named in the 2024-2025 Palm Beach 100
[https://issuu.com/pbmg/docs/pbi_0824?fr=xKAE9_zU1NQ], Palm Beach
Illustrated's list of 100 Palm Beach County residents who are
making their mark on business, philanthropy and community.
This press release features multimedia. View
the full release here:
https://www.businesswire.com/news/home/20240809220581/en/
Andrew Filauro (Photo: Business Wire)
Andrew Filauro is a Managing Director with Oxford Financial
Group, Ltd.™ Drawing on over a decade of investment expertise,
extensive leadership and experience advising business owners and
families, Andrew’s primary focus is understanding his clients and
delivering solutions that reflect their personal values. He
provides this proactive advice by coordinating the deep technical
expertise of Oxford’s Family Office and Investment teams to build
best practices for each family’s unique set of circumstances. View
Andrew’s biography.
[https://ofgltd.com/director/andrew-d-filauro-mba/]
ABOUT OXFORD FINANCIAL GROUP, LTD.
Oxford is one of the largest independent RIA firms in the
country with oversight of more than $30 billion in assets under
advisement* (which includes assets under management). Oxford has 22
Managing Directors in seven market offices who serve over 700
family and institutional clients in 36 states.** Oxford is an
independent, fee‐only firm that is privately held by its partners,
with special expertise in Bespoke Generational Solutions,
Aspirational Solutions and Diversifier Strategies. Oxford has
provided multigenerational estate planning advice and
forward‐thinking investment solutions to families and institutions
for more than 43 years.
Oxford Financial Group, Ltd. is a Registered Investment Advisor
(RIA) registered with the Securities and Exchange Commission (SEC)
and is headquartered in Carmel, Indiana. Registration does not
imply a certain level of skill or training. For more information
about our firm, or to receive a copy of our disclosure Form ADV and
Privacy Policy, call 800.722.2289 or contact us at info@oltd.com.
Palm Beach 100 recognizes Palm Beach County’s most influential
residents based on reputation, duration and success in their
industry/field/position and impact in the community. Honorees are
chosen through open nominations and the editorial staff of Palm
Beach Media Group based on these criteria. Specific organization
participation is not required. An application is not required.
Oxford nor its employees paid to participate or be included in the
rankings but did purchase ad space in the 2024 Palm Beach
publication. Oxford is an investment advisor registered with the
U.S. Securities and Exchange Commission. Registration does not
imply a certain level of skill or training. More information about
Oxford’s investment advisory services and fees can be found in its
Form ADV Part 2, which is available upon request. OFG-2407-62
*As of 12.31.2022 **As of 01.01.2024
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240809220581/en/
Liz Kiser, Director of Marketing & Communications
Phone: 317.805.5017 Email: ekiser@ofgltd.com