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Building 2COX WEALTH MANAGEMENT, LLC

Map pinCHATTANOOGA, TN
Phone423-894-3882
NotebookSEC #801-68553
Total AUM
$34.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6031 SHALLOWFORD ROAD
SUITE 109
CHATTANOOGA
TN 37421-1984
United States
Operating Hours
9:00AM- 6:00PM EDT
Monday - Friday
Phone
423-894-3882

ReceiptFinancials

Total AUM
$34.9M
Accounts
136
Discretionary
$31.5M
Accounts
132
Non-Discretionary
$3.3M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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