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Amy Marshall

FOX, ROGER BENNETT·ENCINO, California
Clean recordFOX, ROGER BENNETT
16633 VENTURA BLVD., ENCINO, CA 91436CRD# 6164288Firm CRD# 129367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Marshall · ENCINO, CA
Registration
CRD #6164288 · FOX, ROGER BENNETT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amy Marshall is a registered financial advisor based in ENCINO, California, affiliated with FOX, ROGER BENNETT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FOX, ROGER BENNETT
S&F INVESTMENT ADVISORS
AUM
$74M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FOX, ROGER BENNETT →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6164288
Firm CRD# 129367
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Marshall offer?
Amy Marshall specializes in Investment Management. Contact their office in ENCINO, California for a consultation.
What are Amy Marshall's credentials?
Amy Marshall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Marshall located?
Amy Marshall is based in ENCINO, California, working with FOX, ROGER BENNETT. Their office serves clients in the ENCINO metropolitan area and surrounding communities.
How does Amy Marshall charge for services?
Amy Marshall's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOX, ROGER BENNETT?
FOX, ROGER BENNETT has approximately 2 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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