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Roger B Fox

S&F Investment Advisors

Encino, CA

CRD 2265404

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Employer firm

S&F Investment Advisors CRD 129367

$106M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
S&F Investment Advisors

16633 Ventura Blvd. 540, Encino, CA 91436 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-27
  • CA RA
    APPROVED
    Since 2025-01-27

Branch Locations

16633 Ventura Blvd., #540, Encino, CA 91436 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
S&F Investment Advisors Encino CA 01/1995 Present
Fox Accountancy Encino CA 11/1984 05/2021
Other Names
  • Roger Fox

View on SEC IAPD

Nearby Firms

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PORTFOLIO DESIGN LABS, LLC
WILLNER & HELLER LLC

Nearby Investors

Yevgeniy Yakovlevi Oktyabrskiy
ALAN RANDALL GOODSTEIN
Jason Terrance Thomas

Nearby Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WILLNER & HELLER LLC · ENCINO, CA

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