Daniel F. Coxe, Investment Advisor
Daniel F. Coxe, Investment Advisor (CRD# 135819) is a financial advisory firm headquartered in , . They manage $12,702,744 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Daniel F. Coxe, Investment Advisor
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$396,961
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Daniel F. Coxe, Investment Advisor
No Advisor Found.
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