Unclaimed Profile

Roger B Fox

FOX, ROGER BENNETT·ENCINO, California

Clean recordFOX, ROGER BENNETT

16633 VENTURA BLVD., ENCINO, CA 91436CRD# 2265404Firm CRD# 129367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roger B Fox · ENCINO, CA

Registration

CRD #2265404 · FOX, ROGER BENNETT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roger B Fox 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.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

FOX, ROGER BENNETT

S&F INVESTMENT ADVISORS

AUM

$74M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FOX, ROGER BENNETT →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2265404

Firm CRD# 129367

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roger B Fox offer?

Roger B Fox specializes in Investment Management. Contact their office in ENCINO, California for a consultation.

What are Roger B Fox's credentials?

Roger B Fox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roger B Fox located?

Roger B Fox is based in ENCINO, California, working with FOX, ROGER BENNETT. Their office serves clients in the ENCINO metropolitan area and surrounding communities.

How does Roger B Fox charge for services?

Roger B Fox'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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