|
⚲
|
| Keyboard |
| Fox Roger Bennett
✚
|
|
|---|---|
| CRD # | 129367 |
| SEC # | 801-135603 |
| CIK # | |
| AUM | 106.4 M (2026-05-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 310-481-9320 |
| Address | 16633 Ventura Blvd Encino, CA 91436 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 45.2 |
| (b) Individuals (high net worth individuals) | 4 | 5.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 3.1 |
| (g) Pension and profit sharing plans | 54 | 52.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 106.4 |
| By Discretionary | ||
| Discretionary | 263 | 106.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 263 | 106.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.4 | |
| Total | 263 | 106.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
603 Financial Advisors LLC
✚
|
106.9 M | |
|
ELLA Financial Advising LLC
✚
|
CA | 106.9 M |
|
Your IA LLC
✚
|
UT | 106.6 M |
|
Top Private Wealth LLC
✚
|
CT | 106.5 M |
|
Cypress Capital Management US Limited
✚
|
106.2 M | |
|
1230 Advisors LLC
✚
|
NY | 106.2 M |
|
Polero Ice Advisers
✚
|
106.0 M | |
|
Truman Wealth Advisors LLC
✚
|
MO | 106.0 M |
|
Kairos Capital Management LLC
✚
|
WA | 105.9 M |
|
Portland Financial Advisors Inc
✚
|
105.8 M |