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ALLIANCE FINANCIAL
FOX FINANCIAL, INC.
CRD 319679 · SEC 801-125698
1105 BERKSHIRE BLVD. STE 120,, WYOMISSING, PA, 19610, United States
Phone
610-376-5981
Fax
610-378-5398
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$271.8M
Discretionary AUM
$271.8M
Team
6 total employees; 5 advisory reps; 10 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 528 | $139.3M |
| High net worth individuals | 124 | $124.0M |
| Pension/profit sharing plans | 2 | $8.2M |
| Charitable organizations | 1 | $143K |
| Corporations/business entities | 1 | $153K |
States served
LA, NE, PA, SC, FL
All web addresses on file
Official SEC filing: View on IAPD