PPrivate Fund Data Log in Join · $37/mo

Fox Hill Wealth Management

● SEC registered since 2023CRD 321881SEC# 801-127922Dedham, MA
Export (members)
Reg. AUM
$251.8M
Employees
9
Accounts
1,131
Location
Dedham, MA

Fox Hill Wealth Management assets under management

Fox Hill Wealth Management is an investment advisory firm registered with the SEC based in Dedham, MA. The firm has been registered since 2023. It reports $251.8 million in regulatory assets under management and employs 9 people.

Fox Hill Wealth Management owners & executives

3 reported
NameTitleOwnershipSince
Adam McDonald ControlOwner25-50%2022
Eric Christopher Benz ControlOwner And Chief Compliance Officer25-50%2022
William Ryan ControlOwner25-50%2022

Frequently asked questions

How much does Fox Hill Wealth Management manage?

Fox Hill Wealth Management reports $251.8 million in regulatory assets under management on its Form ADV.

How many employees does Fox Hill Wealth Management have?

Fox Hill Wealth Management reports 9 employees.

Where is Fox Hill Wealth Management located?

Fox Hill Wealth Management is based in Dedham, MA and has been SEC-registered since 2023.

Does Fox Hill Wealth Management disclose fund performance?

Fox Hill Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address84 Bridge Street, Dedham, MA 02026
Phone781-613-2600
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$237M
Non-discretionary$14.8M
Total (RAUM)$251.8M