Sidoxia Capital Management, LLC
Sidoxia Capital Management, LLC (CRD# 145969) is a financial advisory firm headquartered in Newport Beach, CA. They manage $108,469,367 in 213 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management108MILLION
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Total Number of Accounts213ACCOUNTS
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Average Account Value$509,246
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
CA
Keith Bong (CRD# 3074241) is an Investment Advisor Representative working at Sidoxia Capital Management, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.
Wade Slome (CRD# 2570384) is an Investment Advisor Representative working at Sidoxia Capital Management, LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.
Kevin Weaver (CRD# 6792996) is an Investment Advisor Representative working at Sidoxia Capital Management, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.