Overview
Assets Under Management: $252 million
Headquarters: DEDHAM, MA
High-Net-Worth Clients: 315
Average Client Assets: $290,869
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 315
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.39
Average High-Net-Worth Client Assets: $290,869
Total Client Accounts: 1,131
Discretionary Accounts: 1,060
Non-Discretionary Accounts: 71
Regulatory Filings
CRD Number: 321881
Filing ID: 1966546
Last Filing Date: 2025-03-31 16:01:00
Website: https://foxhillwealth.com