COX WEALTH MANAGEMENT, LLC
COX WEALTH MANAGEMENT, LLC of CHATTANOOGA, TN is an SEC-registered investment adviser (CRD 118181). Regulatory assets under management: $34.9M.
Registration
- CRD: 118181
- SEC file number: 801-68553
- Type: Registered investment adviser
- Location: 6031 SHALLOWFORD ROAD, SUITE 109, CHATTANOOGA, TN, 37421-1984
- Phone: 423-894-3882
- Latest filing: 2012-05-22
- Regulatory AUM: $34.9M
- Discretionary AUM: $31.5M
- Non-discretionary AUM: $3.3M
- Clients: 1
- Accounts: 136
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| COX DAVID LEE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |
| COX MARGARET RENEE | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / MEMBER | — |
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