Fox Financial Services, Inc.
● SEC registered since 2001CRD 112506SEC# 801-60571White Plains, NY
Reg. AUM
$110.9M
Employees
1
Accounts
271
Location
White Plains, NY
Fox Financial Services, Inc. assets under management
Fox Financial Services, Inc. operates as an SEC-registered investment adviser based in White Plains, NY. The firm has been registered since 2001. It reports $110.9 million in regulatory assets under management and employs 1 people.
Fox Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Roger Fox Control | President And Chief Compliance Officer | Over 75% | 1993 |
| Giovanna (nmn) Fox | Secretary | Under 5% | 1993 |
Frequently asked questions
How much does Fox Financial Services, Inc. manage?
Fox Financial Services, Inc. reports $110.9 million in regulatory assets under management on its Form ADV.
How many employees does Fox Financial Services, Inc. have?
Fox Financial Services, Inc. reports 1 employees.
Where is Fox Financial Services, Inc. located?
Fox Financial Services, Inc. is based in White Plains, NY and has been SEC-registered since 2001.
Does Fox Financial Services, Inc. disclose fund performance?
Fox Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Barker Avenue, 2nd Floor, White Plains, NY 10601 |
| Phone | (914) 761-1639 |
| Fax | (914) 761-1659 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110.9M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$110.9Mregulatory AUM
Discretionary $110.9M