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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-25-2021
- Office Locations
- 1
Office Locations
About Foxman Asset Advisors Inc.
Foxman Asset Advisors is an independent RIA serving entrepreneurs, executives, and professionals with long-term financial planning focused on retirement plan design and risk management. Portfolios emphasize cost efficiency, consistency of returns, and contained volatility while adapting to changing markets. The firm uses technology for monitoring and transactional support and brings CPAs, third-party administrators, and insurance partners into client solutions; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BORIS FOXMAN
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2982776
- Ownership
- 75% or more
Kira Rogozhina
Chief Compliance Officer, Vice President
- CRD
- #6592321
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Dzhemma Menkeeva
--
- CRD
- #8072859
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,447,374 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,447,374 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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