Investment adviser · CRD 123955

COX FINANCIAL GROUP, LTD.

Investment adviser filing (IA)

SCHAUMBURG, IL, United States · Form ADV filed May 31, 2012

Regulatory AUM
$48.5M
Form ADV · Item 5.F
Client accounts
35
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: May 31, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

1051 PERIMETER DRIVE, SUITE 550
SCHAUMBURG, IL, 60173-5807, United States

CRD 123955

Filing source

Form ADV 650304 · May 31, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.