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Roger B Fox

FOX, ROGER BENNETT·ENCINO, California
Unclaimed Profile
16633 VENTURA BLVD., ENCINO, CA 91436CRD# 2265404Firm CRD# 129367
01

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.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
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# 2265404
Firm CRD# 129367
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
Advisor Fees in CaliforniaNational Fee Analysis
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