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FOX FINANCIAL SERVICES, INC.
CRD 112506 · SEC 801-60571
1 BARKER AVENUE, 2ND FLOOR, WHITE PLAINS, NY, 10601, United States
Phone
(914) 761-1639
Fax
(914) 761-1659
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.9M
Discretionary AUM
$110.9M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $16.5M |
| High net worth individuals | 31 | $94.1M |
States served
NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD