COX FINANCIAL GROUP, LTD.
CRD #123955 SEC #801-62084 SCHAUMBURG, IL 847.240.0022 X 12
SEC Registered Private Funds
Total AUM
$48.5M
Discretionary
$31.2M
Employees
1
Clients
26
Accounts
35
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $48.5M | $31.2M | $17.4M | 1 | 26 |
| May 2012 | $48.5M | $31.2M | $17.4M | 1 | 26 |
| May 2011 | $34.4M | $22.4M | $12M | 5 | -- |
| Mar 2011 | $34.4M | $22.4M | $12M | 5 | -- |
| Oct 2010 | $29.8M | $29.8M | $0 | 5 | -- |
| Sep 2010 | $29.8M | $29.8M | $0 | 5 | -- |
| Jul 2010 | $32.6M | $32.6M | $0 | 5 | -- |
| Sep 2005 | $28.6M | $28.6M | $0 | 5 | -- |
DateMay 2012
Total AUM$48.5M
Discretionary$31.2M
Non-Disc.$17.4M
Employees1
Clients26
DateMay 2012
Total AUM$48.5M
Discretionary$31.2M
Non-Disc.$17.4M
Employees1
Clients26
DateMay 2011
Total AUM$34.4M
Discretionary$22.4M
Non-Disc.$12M
Employees5
Clients--
DateMar 2011
Total AUM$34.4M
Discretionary$22.4M
Non-Disc.$12M
Employees5
Clients--
DateOct 2010
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$28.6M
Discretionary$28.6M
Non-Disc.$0
Employees5
Clients--