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Building 2FOX HILL WEALTH MANAGEMENT

Map pinDEDHAM, MA
Phone781-613-2600
NotebookSEC #801-127922
Total AUM
$290.2M
Employees
8
Clients
410

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
84 BRIDGE STREET
DEDHAM
MA 02026
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
781-613-2600
Other Offices
1

ReceiptFinancials

Total AUM
$290.2M
Accounts
1,244
Discretionary
$290.2M
Accounts
1,244
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
326
AUM
$85M
HNW Individual Clients
79
AUM
$203.2M
Corporation or Business Clients
5
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMAMDNCNHNYPARISCTXVA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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