Fox Asset Managment Inc. (Little Silver)


Fox Asset Managment Inc. is a large advisory firm based in Little Silver. It manages $1.91 billion of regulatory assets for 497 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

Fox Asset Managment provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fox Asset Managment: assets under management

The assets under management (AUM) of Fox Asset Managment Inc. is $1.91 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.84 billion in discretionary accounts and $72.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.75 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.08 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fox Asset Managment Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fox Asset Managment Inc.

John Peter Skirkanich has been acting as President since 1 Feb 1986. Philip Robert Sloan joined the executive team most recently as the Principal.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
John Peter Skirkanich President 1 Feb 1986 75% - 100% 425864
Linda Dickerson Secretary/treasurer 1 Feb 1986 Other 2476864
Linda Barberi Secretary/treasurer 1 Feb 1986 Other 2476864
George Cyprian Pierides Managing director 1 Jun 1995 Other 2703103
Carol Iacomino Senior vice president 1 Mar 1998 Other 1464535
John Robert Sampson Managing director 1 Aug 1998 Other 1359646
James O'mealia Managing director 1 Sep 1998 Other 4342774
Philip Robert Sloan Principal 1 Nov 1998 Other 1929565

Based in Little Silver

The principal office where Fox Asset Managment Inc. performs its advisory services is located at 44 Sycamore Ave, Little Silver, NJ 07739, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-747-6345 or by fax 732-747-9143. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.foxasset.com.