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COX FINANCIAL GROUP, LTD.
CRD 123955 · SEC 801-62084
1051 PERIMETER DRIVE, SUITE 550, SCHAUMBURG, IL, 60173-5807, United States
Phone
847-240-0022
Fax
847-240-0042
Registration
— (—)
Source
State registered
Total AUM
$68.5M
Discretionary AUM
$68.5M
Team
0 total employees; 0 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-09-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $4.6M |
| High net worth individuals | 16 | $39.7M |
| Pension/profit sharing plans | 1 | $1.2M |
Official SEC filing: View on IAPD