Daniel Gerard Fox
Investment adviser representative at Endowment Wealth Management, Inc.
16 yearsExperience
1 stateRegistered in
$609.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Glk Foods, LLCJul 2020 to now
- Endowment Wealth Management, Inc.Jul 2014 to now
- Fox Financial GroupJul 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (WI).
Endowment Wealth Management, Inc.
$609.2MAssets managed
491Clients
2Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4524190
- Firm CRD
- 108652