Fox Financial Services Inc

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Fox Financial Services Inc
CRD #112506
SEC #801-60571
CIK #
AUM $90.9 M (2025-02-13)
Employees 1 (100% Investors, 0% Brokers)
Phone914-761-1639
Address1 Barker Avenue
White Plains, NY 10601
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
1008060402002000200820172026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 39 17.7
(b) Individuals (high net worth individuals) 26 73.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 162 90.9
By Discretionary
Discretionary 162 90.9
Non-Discretionary 0 0.0
Total 162 90.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 90.9
Total 162 90.9
Comparable Firms State AUM ($B)
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FL 0.1
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Financial Counseling Associates Inc
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Federmann Financial Advisors Inc
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