FOX & Holland Investing LLC

RIASEC Registered
Total AUM
$60.5M
Discretionary
$60.5M
100% of AUM
Avg account
$183K
Accounts
330
Employees
2
Advisory reps
2

Firm details

Headquarters
Rancho Cucamonga, California
CRD number
317363
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals44.87%
  • HNWI42.9%
  • Other Investment Advisers10.98%
  • Charitable Organizations1.25%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

FOX & Holland Investing LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory scope centers on portfolio management for individuals and small businesses, and the firm also identifies itself as an accountant by trade. It does not position itself as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 38%, US Government Bonds 3%, Cash & Cash Equivalents 2%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities38%
  • US Government Bonds3%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Forest Fox

    Investment AdvisorCRD 2835806

  • Matthew Holland

    Matthew Holland

    PrincipalCRD 7466518

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rancho Cucamonga, CA

San Bernardino

Location

Rancho Cucamonga, CA

Headquartered in Rancho Cucamonga, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
San Bernardino
Address
9302 Pittsburgh Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth