CRD: 317363
FOX & Holland Investing LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-24-2022
- Office Locations
- 1
Office Locations
About FOX & Holland Investing LLC
Fox & Holland Investing is a fee-only, independent fiduciary wealth management firm offering comprehensive planning and ongoing portfolio management for clients seeking a client-first, goals-based approach. The practice emphasizes thoughtful asset allocation and implementation primarily through ETFs and mutual funds, and works with Charles Schwab & Co. for securities/custody—useful for distribution teams supporting Schwab-held advisor workflows.
Team overview
Insights
Asset Classes
Investment Vehicles
Services
Owner & Executives
Matthew Patrick Holland
Chief Compliance Officer, Partner
- CRD
- #7466518
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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FOREST M FOX
--
- CRD
- #2835806
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,497,553 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,497,553 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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