FOX, ROGER BENNETT
Legal name: S&F INVESTMENT ADVISORS
CRD #129367 SEC #801-62743 ENCINO, CA 310-481-9320
SEC Registered
Total AUM
$74.2M
Discretionary
$74.2M
Employees
2
Clients
--
Accounts
316
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2021 | $74.2M | $74.2M | $0 | 2 | 0 |
| Aug 2021 | $74.2M | $74.2M | $0 | 2 | 0 |
| Aug 2021 | $74.2M | $74.2M | $0 | 2 | 0 |
| Jul 2021 | $74.2M | $74.2M | $0 | 2 | 0 |
| Jun 2021 | $74.2M | $74.2M | $0 | 2 | 0 |
| Mar 2021 | $74.2M | $74.2M | $0 | 2 | 0 |
| Jun 2020 | $101.3M | $101.3M | $0 | 1 | 0 |
| Mar 2020 | $101.3M | $101.3M | $0 | 1 | 0 |
| Mar 2019 | $96.6M | $96.6M | $0 | 1 | 0 |
| Mar 2018 | $97.5M | $97.5M | $0 | 1 | 0 |
| Mar 2017 | $122.6M | $122.6M | $0 | 2 | 400 |
| Mar 2016 | $111.8M | $111.8M | $0 | 2 | 200 |
| Mar 2015 | $113.5M | $113.5M | $0 | 2 | 100 |
| Mar 2014 | $102.7M | $102.7M | $0 | 1 | 400 |
| Mar 2013 | $110M | $110M | $0 | 1 | 250 |
| Mar 2012 | $104M | $104M | $0 | 1 | 600 |
| Mar 2011 | $98M | $98M | $0 | 5 | -- |
| Apr 2010 | $71.5M | $71.5M | $0 | 5 | -- |
| Mar 2009 | $59.9M | $59.9M | $0 | 5 | -- |
| Mar 2008 | $75M | $75M | $0 | 5 | -- |
| Feb 2007 | $60M | $60M | $0 | 5 | -- |
| Mar 2006 | $50.1M | $50.1M | $0 | 5 | -- |
| Jan 2004 | $37.4M | $37.4M | $0 | 5 | -- |
DateAug 2021
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$97.5M
Discretionary$97.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees2
Clients400
DateMar 2016
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees2
Clients100
DateMar 2014
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees1
Clients400
DateMar 2013
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees1
Clients250
DateMar 2012
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees1
Clients600
DateMar 2011
Total AUM$98M
Discretionary$98M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$59.9M
Discretionary$59.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees5
Clients--