A complete list of active advisors currently associated with Foxman Asset Advisors Inc.
Warmer can help you find a great advisor at Foxman Asset Advisors Inc. or one who fits your needs even better.
Foxman Asset Advisors provides ongoing discretionary and non‑discretionary portfolio management, financial planning, and consulting to individuals, trusts, foundations, and business entities. The firm reports approximately $32.4 million in assets under management across about 133 client accounts and generally charges asset‑based advisory fees for portfolio management. Investment decisions are implemented under written Investment Policy Statements and guided by fundamental analysis, modern portfolio theory, and quantitative methods with a long‑term trading orientation; the firm typically recommends mutual funds and may employ municipal securities, ETFs, fixed income, REITs, and annuities in client portfolios. Foxman Asset Advisors also uses a third‑party platform (Pontera) to connect and rebalance held‑away defined contribution accounts and reviews managed accounts at least quarterly. Distinctive features disclosed in the brochure include cross‑industry affiliations and dual‑licensed personnel: firm principals have ownership interests in an accounting group and related entities, and multiple advisers are licensed to sell insurance and act as registered representatives, a structure the firm acknowledges can create commission‑based conflicts and documents in client files. The firm requires custody at Charles Schwab Institutional or Interactive Brokers, describes access to Schwab institutional services and potential soft‑dollar benefits, and includes specific policies for municipal bond selection and related MSRB disclosures.
To learn more about the advisors currently working at Foxman Asset Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rockville, MD
| 28
| |
Rockville, MD
| 1
| |
Rockville, MD
| 8
|
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