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William J. Cox (Andover)


William J. Cox is a large advisory firm based in Andover. It manages $30.83 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Massachusetts, New Hampshire, and Texas.

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

William J: assets under management

The assets under management (AUM) of William J. Cox is $30.83 million, all of which is managed in discretionary accounts. 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 $30.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $285.48 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay William J. Cox for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Andover

The principal office where William J. Cox performs its advisory services is located at 18 Railroad Avenue, Andover, MA 01810, 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 978-475-3325 or by fax 978-470-2444. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ccm1997.com.


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