Unclaimed Profile

Gerhard Robert Fox

CAPSHIFT ADVISORS, LLC·WEST NEWTON, Massachusetts

Clean recordCAPSHIFT ADVISORS, LLC

15 SPENCER STREET, WEST NEWTON, MA 02465CRD# 2796860Firm CRD# 309860

Profile Verification

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

Identity

Gerhard Robert Fox · WEST NEWTON, MA

Registration

CRD #2796860 · CAPSHIFT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gerhard Robert Fox is a registered financial advisor based in WEST NEWTON, Massachusetts, affiliated with CAPSHIFT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CAPSHIFT ADVISORS, LLC

CAPSHIFT ADVISORS

AUM

$363M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPSHIFT ADVISORS, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2796860

Firm CRD# 309860

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerhard Robert Fox offer?

Gerhard Robert Fox specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST NEWTON, Massachusetts for a consultation.

What are Gerhard Robert Fox's credentials?

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

Where is Gerhard Robert Fox located?

Gerhard Robert Fox is based in WEST NEWTON, Massachusetts, working with CAPSHIFT ADVISORS, LLC. Their office serves clients in the WEST NEWTON metropolitan area and surrounding communities.

How does Gerhard Robert Fox charge for services?

Gerhard Robert Fox's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPSHIFT ADVISORS, LLC?

CAPSHIFT ADVISORS, LLC has approximately 15 employees and manages $363M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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