COX FINANCIAL GROUP, LTD.
Total AUM
$48.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1051 PERIMETER DRIVE
SUITE 550
SCHAUMBURG
IL 60173-5807
United States
SUITE 550
SCHAUMBURG
IL 60173-5807
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
847.240.0022 X 12
Financials
Total AUM
$48.5M
Accounts
35Discretionary
$31.2M
Accounts
18Non-Discretionary
$17.4M
Accounts
17
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
REGISTRANT SELLS PRODUCTS/OR SERVICES OTHER THAN INVESTMENT ADVICE AND HAS AN OWNERSHIP INTEREST IN THOSE PRODUCTS/SERVICES
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
IL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.