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| Keyboard |
| Fox Financial Services Inc
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|---|---|
| CRD # | 112506 |
| SEC # | 801-60571 |
| CIK # | |
| AUM | 110.9 M (2026-02-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 914-761-1639 |
| Address | 1 Barker Avenue White Plains, NY 10601 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 16.5 |
| (b) Individuals (high net worth individuals) | 31 | 94.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 271 | 110.9 |
| By Discretionary | ||
| Discretionary | 271 | 110.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 271 | 110.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.9 | |
| Total | 271 | 110.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fully Financial LLC
✚
|
GA | 111.1 M |
|
Spirit West Advisors LLC
✚
|
AZ | 111.1 M |
|
Bondurant Investment Advisory LLC
✚
|
IL | 111.1 M |
|
Pacific Excel Wealth Advisors Inc
✚
|
CA | 110.8 M |
|
Wealth Foundations Partners LLC
✚
|
UT | 110.5 M |
|
Farrcrest Capital LLC
✚
|
110.5 M | |
|
Success Wealth Management LLC
✚
|
PA | 110.5 M |
|
REH Wealth Advisors LLC
✚
|
NC | 110.5 M |
|
The Turlington Group Inc
✚
|
NC | 110.5 M |
|
Mussett Wealth Management LLC
✚
|
NY | 110.4 M |