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William Everett Dodge

FOX ASSET MANAGEMENT LLC·SHREWSBURY, New Jersey
Clean recordFOX ASSET MANAGEMENT LLC
1040 BROAD STREET, SHREWSBURY, NJ 07702CRD# 2200854Firm CRD# 116421

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Everett Dodge · SHREWSBURY, NJ
Registration
CRD #2200854 · FOX ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Everett Dodge is a registered financial advisor based in SHREWSBURY, New Jersey, affiliated with FOX ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FOX ASSET MANAGEMENT LLC
FOX ASSET MANAGEMENT LLC
AUM
$1.1B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at FOX ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2200854
Firm CRD# 116421
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Everett Dodge offer?
William Everett Dodge specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SHREWSBURY, New Jersey for a consultation.
What are William Everett Dodge's credentials?
William Everett Dodge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Everett Dodge located?
William Everett Dodge is based in SHREWSBURY, New Jersey, working with FOX ASSET MANAGEMENT LLC. Their office serves clients in the SHREWSBURY metropolitan area and surrounding communities.
How does William Everett Dodge charge for services?
William Everett Dodge'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 FOX ASSET MANAGEMENT LLC?
FOX ASSET MANAGEMENT LLC has approximately 18 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Meghann L Clark
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