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FOY FINANCIAL SERVICES, INC.

CRD 118828 · SEC 801-61755

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$57.9M

Discretionary AUM

$57.9M

Team

1 total employees; 1 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-06-12

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals87$20.0M
High net worth individuals17$38.0M

All web addresses on file

Official SEC filing: View on IAPD