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Building 2COX CAPITAL MANAGEMENT LLC

Map pinANDOVER, MA
Phone978-475-3325
NotebookSEC #801-78915
Total AUM
$361M
Employees
4
Clients
216

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 NEW ENGLAND BUSINESS CENTER DRIVE
SUITE #102
ANDOVER
MA 01810
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
978-475-3325

ReceiptFinancials

Total AUM
$361M
Accounts
579
Discretionary
$361M
Accounts
579
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
108
AUM
$44.1M
HNW Individual Clients
93
AUM
$291.4M
Charitable Organization Clients
10
AUM
$22.3M
Corporation or Business Clients
5
AUM
$3.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO REVIEW HOURLY CHARGE
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMAMENCNHNYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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