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⚲
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| Fox Financial Inc
✚
|
|
|---|---|
| CRD # | 319679 |
| SEC # | 801-125698 |
| CIK # | 0002004131, 0001754301 |
| AUM | $232.3 MM (2024-05-15) |
| Employees | 6 (83% Investors, 100% Brokers) |
| Phone | 610-376-5981 |
| Address | 1105 Berkshire Blvd Ste 120, Wyomissing, PA 19610 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 526 | 124.6 |
| (b) Individuals (high net worth individuals) | 107 | 89.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 17.9 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 945 | 232.3 |
| By Discretionary | ||
| Discretionary | 937 | 222.0 |
| Non-Discretionary | 8 | 10.3 |
| Total | 945 | 232.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.3 | |
| Total | 945 | 232.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0001754301] | |
| 10-Q | [0001754301] | |
| 3 | [0001754301] | |
| 4 | [0001754301] | |
| 5 | [0001754301] | |
| 8-K | [0001754301] | |
| SC 13G | [0001754301] | |
| 13F-HR | [0002004131] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Hernandez Roland A | |
| Fox Corp | |
| Ryan Paul D | |
| Carey Chase | |
| Tomsic Steven | |
| Ciongoli Adam G. | |
| Abbott Anthony J | |
| Burck William A | |
| Johnson Margaret L | |
| Murdoch Lachlan K | |
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