Cox Capital Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

10 New England Business Center Dr Ste 10...

Phone Number

(978) 475-3325

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Cox Capital Management

Cox Capital Management, based in Andover, MA, offers personalized financial planning services that combine expert advice with the latest digital tools. Their comprehensive services include risk management, tax and estate consulting, financial planning, asset management, scenario analysis, and generational analysis. The firm focuses on helping clients secure their financial future and optimize their investments through tailored strategies. They target opportunities in emerging technologies and sustainable innovations to build wealth for the long term.Explore more
Cox Capital Management's Social MediaPopular SearchesCox Capital Management LLCCox Capital ManagementCapital ManagementAndover Capital ManagementAndover Capital Management GroupSIC Code 62,628NAICS Code 52,523Show more

Cox Capital Management Org Chart

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Office Manager Head of Compliance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cox Capital Management

<$5M
1-10
Private
-
1997
LR
Lydia RichardsonOffice Manager Head of Compliance
<$5M
11-50
Private
-
2004
NC
Nick ComonChief Operating Officer & Chief Compliance Officer, Amp
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
-
AL
Angie LohCEO & Founder
<$5M
1-10
Private
-
2011
DV
David ValentiPortfolio Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2020
LB
Lester BrolPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Cox Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cox Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cox Capital Management.

Cox Capital Management Tech Stack

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Frequently Asked Questions Regarding Cox Capital Management

What is Cox Capital Management's official website?
Cox Capital Management's official website is www.coxcapitalmanagement.com
What is Cox Capital Management's Revenue?
Cox Capital Management's revenue is <$5 Million
What is Cox Capital Management's SIC code?
Cox Capital Management's SIC: 62,628
What is Cox Capital Management's NAICS code?
Cox Capital Management's NAICS: 52,523
How many employees does Cox Capital Management have?
Cox Capital Management has 1-10 employees
What industry does Cox Capital Management belong to?
Cox Capital Management is in the industry of: Finance, Securities Trading
What is Cox Capital Management competition?
Cox Capital Management top competitors include: Pillar Wealth Management, Core Advisors, Virtue Asset Management, Brol Capital Management
What technology does Cox Capital Management use?
Some of the popular technologies that Cox Capital Management uses are: Sectigo, InMotion Hosting
How do I contact Cox Capital Management?
Cox Capital Management contact info: Phone number: (978) 475-3325 Website: www.coxcapitalmanagement.com
What does Cox Capital Management do?

Cox Capital Management, based in Andover, MA, offers personalized financial planning services that combine expert advice with the latest digital tools. Their comprehensive services include risk management, tax and estate consulting, financial planning, asset management, scenario analysis, and generational analysis. The firm focuses on helping clien... ts secure their financial future and optimize their investments through tailored strategies. They target opportunities in emerging technologies and sustainable innovations to build wealth for the long term.Read More

What are Cox Capital Management social media links?
Cox Capital Management Linkedin page Cox Capital Management Facebook page
Is Cox Capital Management a public company?
Cox Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Cox Capital Management

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