DEE-ANN R. FOX, CFP

DEE-ANN R. FOX, CFP is an SEC-registered investment adviser (CRD 126184). Regulatory assets under management: $35.7M.

Registration

• CRD: 126184
• Type: Registered investment adviser
• Phone: 212-877-3013
• Latest filing: 2026-03-23
• Regulatory AUM: $35.7M
• Discretionary AUM: $9.4M
• Non-discretionary AUM: $26.3M
• Clients: 1
• Accounts: 40

Business model

Compensation: Hourly, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126184 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search