FOXMAN ASSET ADVISORS INC.

Overview

Foxman Asset Advisors Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm serves individual and family clients as well as some institutional relationships and focuses its advisory work on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a mix of assets-under-management fees, hourly billing and fixed fees. Foxman does not present itself as a capital allocator or a multi-state adviser, and it is not identified as an active ESG investor. The firm lists industry affiliations with an accountant and an insurance company, which suggests coordination with tax and risk-transfer specialists in client planning.

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Public Holdings

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Location & Offices