Adviser Profile
| As of Date | 06/03/2026 |
| Registration status | Registration Changed to FOX, ROGER BENNETT |
| ADV Location | ENCINO, CA, United States |
| Contact Info | 310 xxxxxxx |
| AUM* | 106,368,400 22% |
| of that, discretionary | 106,368,400 22% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 404,443 21% |
| % High Net Worth | 2.33% -77% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds