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William John Cox

COX CAPITAL MANAGEMENT LLC·ANDOVER, Massachusetts
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10 NEW ENGLAND BUSINESS CENTER DRIVE, ANDOVER, MA 01832CRD# 1251735Firm CRD# 117593
01

About

William John Cox is a registered financial advisor based in ANDOVER, Massachusetts, affiliated with COX CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COX CAPITAL MANAGEMENT LLC
COX CAPITAL MANAGEMENT LLC
AUM
$304M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COX CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1251735
Firm CRD# 117593
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William John Cox offer?
William John Cox specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANDOVER, Massachusetts for a consultation.
What are William John Cox's credentials?
William John Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William John Cox located?
William John Cox is based in ANDOVER, Massachusetts, working with COX CAPITAL MANAGEMENT LLC. Their office serves clients in the ANDOVER metropolitan area and surrounding communities.
How does William John Cox charge for services?
William John Cox's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COX CAPITAL MANAGEMENT LLC?
COX CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $304M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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