AdvisorOS Directory
Claim Profile
SC

Suzanne H Cox

BETTERWEALTH LLC·SAN JOSE, California
Unclaimed Profile
1475 SARATOGA AVENUE, SAN JOSE, CA 95129CRD# 2318241Firm CRD# 226661
01

About

Suzanne H Cox is a registered financial advisor based in SAN JOSE, California, affiliated with BETTERWEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BETTERWEALTH LLC
BETTERWEALTH LLC
AUM
$502M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BETTERWEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2318241
Firm CRD# 226661
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN JOSE?

Browse all registered financial advisors in SAN JOSE, California or claim this profile if it's yours.

Browse SAN JOSE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Suzanne H Cox offer?
Suzanne H Cox specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.
What are Suzanne H Cox's credentials?
Suzanne H Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Suzanne H Cox located?
Suzanne H Cox is based in SAN JOSE, California, working with BETTERWEALTH LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Suzanne H Cox charge for services?
Suzanne H Cox's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BETTERWEALTH LLC?
BETTERWEALTH LLC has approximately 6 employees and manages $502M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN JOSE
Leonid Perelman — 3P EQUITY PARTNERS, LLCMichael A. Fishman — 3P EQUITY PARTNERS, LLCCraig Lee Martin — FAMILY WEALTH CONSULTANTS, INC.Robert Alan Yager — YAGER ROBERT ALANMarc Gordon Parkinson — FINANCIAL PLANNING CONSULTANTS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile