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Fox, Roger Bennett

● SEC registered since 2026CRD 129367SEC# 801-135603Encino, CA
Export (members)
Reg. AUM
$106.4M
Employees
2
Accounts
263
Location
Encino, CA

Fox, Roger Bennett assets under management

Fox, Roger Bennett is a registered investment adviser overseen by the SEC based in Encino, CA. The firm has been registered since 2026. It reports $106.4 million in regulatory assets under management and employs 2 people.

Fox, Roger Bennett owners & executives

2 reported
NameTitleOwnershipSince
Amy Marshall ControlCompliance Officer/Operations ManagerUnder 5%2013
Roger B Fox ControlPresident/CcoOver 75%1984

Frequently asked questions

How much does Fox, Roger Bennett manage?

Fox, Roger Bennett reports $106.4 million in regulatory assets under management on its Form ADV.

How many employees does Fox, Roger Bennett have?

Fox, Roger Bennett reports 2 employees.

Where is Fox, Roger Bennett located?

Fox, Roger Bennett is based in Encino, CA and has been SEC-registered since 2026.

Does Fox, Roger Bennett disclose fund performance?

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

Contact & registration

Address16633 Ventura Blvd., 540, Encino, CA 91436
Phone310-481-9320
Fax310-481-9321
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106.4M
Non-discretionary$0
Total (RAUM)$106.4M